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 | $194,864 | $73,933+163.6% | $96,683+101.6% | $75,163+159.3% |
| Participation rate | 78.3% | 66.4%+11.9pp | 74.3%+4.0pp | 67.2%+11.1pp |
| Annual return | 18.57% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,995 | $2,928+2.3% | $3,737-19.9% | $2,670+12.2% |
| Participant deferral / active EE | $9,465 | $3,659+158.7% | $4,878+94.0% | $4,125+129.5% |
| Admin fee / account holder | $4,701 | $5,216-9.9% | $6,730-30.1% | $5,651-16.8% |