See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,328 | $74,927+122.0% | $101,794+63.4% | $84,808+96.1% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 18.27% | 18.70%-0.4pp | 30.53%-12.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,677 | $1,522+75.9% | $2,289+16.9% | $2,631+1.7% |
| Participant deferral / active EE | $7,567 | $3,099+144.2% | $4,084+85.3% | $4,212+79.7% |
| Admin fee / account holder | $8,298 | $6,514+27.4% | $8,777-5.5% | $7,344+13.0% |