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 | $162,707 | $78,672+106.8% | $109,143+49.1% | $85,850+89.5% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.8pp |
| Annual return | 25.86% | 25.09%+0.8pp | 25.75%+0.1pp | 318.53%-292.7pp |
| Employer contribution / active EE | $3,646 | $2,735+33.3% | $3,722-2.0% | $2,565+42.1% |
| Participant deferral / active EE | $5,659 | $3,467+63.2% | $4,653+21.6% | $3,952+43.2% |
| Admin fee / account holder | $4,850 | $5,469-11.3% | $6,752-28.2% | $6,260-22.5% |