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 | $174,061 | $95,416+82.4% | $185,823-6.3% | $85,850+102.8% |
| Participation rate | 95.6% | 68.8%+26.8pp | 81.7%+13.9pp | 69.3%+26.2pp |
| Annual return | 17.50% | 23.59%-6.1pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,004 | $3,314+20.8% | $5,167-22.5% | $2,565+56.1% |
| Participant deferral / active EE | $6,455 | $3,423+88.6% | $5,568+15.9% | $3,952+63.4% |
| Admin fee / account holder | $947 | $7,213-86.9% | $16,237-94.2% | $6,260-84.9% |