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 | $173,644 | $127,065+36.7% | $113,168+53.4% | $142,382+22.0% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 15.13% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,255 | $3,442+23.6% | $2,975+43.0% | $4,299-1.0% |
| Participant deferral / active EE | $10,601 | $5,716+85.4% | $5,107+107.6% | $6,507+62.9% |
| Admin fee / account holder | $2,788 | $15,736-82.3% | $12,068-76.9% | $12,624-77.9% |