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 | $146,408 | $73,933+98.0% | $96,683+51.4% | $75,163+94.8% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,111 | $2,928-62.0% | $3,737-70.3% | $2,670-58.4% |
| Participant deferral / active EE | $8,089 | $3,659+121.1% | $4,878+65.8% | $4,125+96.1% |
| Admin fee / account holder | $14,302 | $5,216+174.2% | $6,730+112.5% | $5,651+153.1% |