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 | $167,873 | $95,803+75.2% | $113,168+48.3% | $84,808+97.9% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.0pp |
| Annual return | 17.81% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,806 | $2,360+103.7% | $2,975+61.5% | $2,631+82.7% |
| Participant deferral / active EE | $7,857 | $4,242+85.2% | $5,107+53.9% | $4,212+86.6% |
| Admin fee / account holder | $2,018 | $8,989-77.5% | $12,068-83.3% | $7,344-72.5% |