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 | $168,161 | $109,413+53.7% | $156,263+7.6% | $84,808+98.3% |
| Participation rate | 79.7% | 72.7%+7.0pp | 78.9%+0.8pp | 68.3%+11.3pp |
| Annual return | 27.60% | 20.18%+7.4pp | 59.47%-31.9pp | 40.90%-13.3pp |
| Employer contribution / active EE | $2,436 | $2,907-16.2% | $4,333-43.8% | $2,631-7.4% |
| Participant deferral / active EE | $6,068 | $4,590+32.2% | $6,158-1.5% | $4,212+44.1% |
| Admin fee / account holder | $6,399 | $9,357-31.6% | $14,255-55.1% | $7,344-12.9% |