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 | $179,243 | $81,248+120.6% | $155,509+15.3% | $80,856+121.7% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 15.34% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,172 | $3,100+2.3% | $4,672-32.1% | $2,755+15.1% |
| Participant deferral / active EE | $7,853 | $3,452+127.5% | $5,626+39.6% | $4,296+82.8% |
| Admin fee / account holder | $3,294 | $7,997-58.8% | $15,912-79.3% | $6,918-52.4% |