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 | $166,287 | $117,983+40.9% | $101,794+63.4% | $142,382+16.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 16.42% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,740 | $2,773-37.3% | $2,289-24.0% | $4,299-59.5% |
| Participant deferral / active EE | $10,537 | $4,714+123.5% | $4,084+158.0% | $6,507+61.9% |
| Admin fee / account holder | $11,335 | $10,433+8.6% | $8,777+29.1% | $12,624-10.2% |