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 | $168,133 | $93,571+79.7% | $135,903+23.7% | $75,163+123.7% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 17.41% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,368 | $3,537+23.5% | $4,856-10.1% | $2,670+63.6% |
| Participant deferral / active EE | $11,027 | $6,404+72.2% | $7,758+42.1% | $4,125+167.3% |
| Admin fee / account holder | $4,918 | $6,975-29.5% | $10,762-54.3% | $5,651-13.0% |