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 | $176,369 | $94,338+87.0% | $100,534+75.4% | $142,382+23.9% |
| Participation rate | 91.7% | 81.7%+9.9pp | 80.6%+11.1pp | 80.1%+11.5pp |
| Annual return | 19.54% | 29.20%-9.7pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,308 | $4,237-21.9% | $4,346-23.9% | $4,299-23.0% |
| Participant deferral / active EE | $7,827 | $5,934+31.9% | $6,144+27.4% | $6,507+20.3% |
| Admin fee / account holder | $1,146 | $8,421-86.4% | $7,654-85.0% | $12,624-90.9% |