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 | $176,942 | $93,571+89.1% | $135,903+30.2% | $75,163+135.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 16.16% | 30.90%-14.7pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,885 | $3,537-18.4% | $4,856-40.6% | $2,670+8.0% |
| Participant deferral / active EE | $5,641 | $6,404-11.9% | $7,758-27.3% | $4,125+36.7% |
| Admin fee / account holder | $1,892 | $6,975-72.9% | $10,762-82.4% | $5,651-66.5% |