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 | $175,473 | $80,968+116.7% | $96,544+81.8% | $75,163+133.5% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 12.88% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,906 | $2,282+27.4% | $2,965-2.0% | $2,670+8.9% |
| Participant deferral / active EE | $11,437 | $3,928+191.2% | $4,851+135.8% | $4,125+177.2% |
| Admin fee / account holder | $10,314 | $6,724+53.4% | $8,252+25.0% | $5,651+82.5% |