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 | $174,977 | $70,669+147.6% | $169,368+3.3% | $75,163+132.8% |
| Participation rate | 93.1% | 64.8%+28.3pp | 77.1%+16.0pp | 67.2%+25.9pp |
| Annual return | 17.15% | 36.36%-19.2pp | 405.60%-388.4pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,699 | $2,211+22.1% | $4,013-32.7% | $2,670+1.1% |
| Participant deferral / active EE | $10,605 | $4,311+146.0% | $6,221+70.5% | $4,125+157.1% |
| Admin fee / account holder | $6,749 | $5,402+24.9% | $9,003-25.0% | $5,651+19.4% |