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 | $179,287 | $109,413+63.9% | $156,263+14.7% | $84,808+111.4% |
| Participation rate | 89.0% | 72.7%+16.3pp | 78.9%+10.1pp | 68.3%+20.7pp |
| Annual return | 13.14% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,783 | $2,907-4.3% | $4,333-35.8% | $2,631+5.8% |
| Participant deferral / active EE | $6,526 | $4,590+42.2% | $6,158+6.0% | $4,212+55.0% |
| Admin fee / account holder | $7,896 | $9,357-15.6% | $14,255-44.6% | $7,344+7.5% |