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 | $168,525 | $93,571+80.1% | $135,903+24.0% | $75,163+124.2% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 25.49% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $2,887 | $3,537-18.4% | $4,856-40.6% | $2,670+8.1% |
| Participant deferral / active EE | $6,194 | $6,404-3.3% | $7,758-20.2% | $4,125+50.2% |
| Admin fee / account holder | $815 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |