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 | $174,965 | $64,348+171.9% | $90,160+94.1% | $70,131+149.5% |
| Participation rate | 97.6% | 70.4%+27.1pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 16.72% | 28.13%-11.4pp | 34.88%-18.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,390 | $2,046-32.1% | $3,318-58.1% | $2,342-40.7% |
| Participant deferral / active EE | $4,617 | $4,389+5.2% | $5,288-12.7% | $3,332+38.6% |
| Admin fee / account holder | $5,431 | $3,944+37.7% | $5,943-8.6% | $4,645+16.9% |