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 | $163,078 | $93,571+74.3% | $135,903+20.0% | $75,163+117.0% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,156 | $3,537+17.5% | $4,856-14.4% | $2,670+55.7% |
| Participant deferral / active EE | $10,046 | $6,404+56.9% | $7,758+29.5% | $4,125+143.5% |
| Admin fee / account holder | $6,325 | $6,975-9.3% | $10,762-41.2% | $5,651+11.9% |