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 | $170,654 | $79,428+114.9% | $106,548+60.2% | $79,386+115.0% |
| Participation rate | 85.0% | 74.1%+10.9pp | 76.1%+8.9pp | 70.7%+14.3pp |
| Annual return | 14.38% | 18.27%-3.9pp | 26.80%-12.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,935 | $2,234-13.4% | $2,819-31.4% | $2,427-20.3% |
| Participant deferral / active EE | $6,724 | $3,823+75.9% | $4,398+52.9% | $4,046+66.2% |
| Admin fee / account holder | $10,906 | $523+1984.9% | $7,407+47.2% | $626+1640.9% |