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 | $165,911 | $89,753+84.9% | $107,525+54.3% | $84,808+95.6% |
| Participation rate | 75.7% | 68.1%+7.6pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 14.38% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,208 | $3,113+131.5% | $3,754+92.0% | $2,631+174.0% |
| Participant deferral / active EE | $4,334 | $4,056+6.9% | $5,116-15.3% | $4,212+2.9% |
| Admin fee / account holder | $4,873 | $7,222-32.5% | $8,919-45.4% | $7,344-33.6% |