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 | $165,040 | $65,395+152.4% | $182,532-9.6% | $72,985+126.1% |
| Participation rate | 89.3% | 65.4%+23.8pp | 78.0%+11.3pp | 69.5%+19.8pp |
| Annual return | 23.21% | 27.68%-4.5pp | 148.54%-125.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,762 | $1,911-7.8% | $4,076-56.8% | $2,440-27.8% |
| Participant deferral / active EE | $10,490 | $3,563+194.4% | $5,524+89.9% | $3,607+190.8% |
| Admin fee / account holder | $1,842 | $4,245-56.6% | $8,592-78.6% | $5,124-64.0% |