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 | $168,617 | $93,571+80.2% | $135,903+24.1% | $75,163+124.3% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 18.18% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,481 | $3,537-58.1% | $4,856-69.5% | $2,670-44.5% |
| Participant deferral / active EE | $6,319 | $6,404-1.3% | $7,758-18.6% | $4,125+53.2% |
| Admin fee / account holder | $549 | $6,975-92.1% | $10,762-94.9% | $5,651-90.3% |