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 | $165,217 | $76,552+115.8% | $123,892+33.4% | $62,891+162.7% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 5.94% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,496 | $2,883-13.4% | $4,617-45.9% | $2,281+9.4% |
| Participant deferral / active EE | $6,978 | $4,840+44.2% | $5,984+16.6% | $3,203+117.9% |
| Admin fee / account holder | $2,820 | $4,826-41.6% | $8,357-66.3% | $4,296-34.4% |