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 | $163,773 | $91,552+78.9% | $133,956+22.3% | $79,858+105.1% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,148 | $2,384+241.8% | $3,919+107.9% | $2,471+229.8% |
| Participant deferral / active EE | $4,873 | $3,733+30.5% | $5,048-3.4% | $3,740+30.3% |
| Admin fee / account holder | $2,169 | $6,321-65.7% | $8,927-75.7% | $5,306-59.1% |