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 | $165,669 | $91,552+81.0% | $133,956+23.7% | $79,858+107.5% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | 11.44% | 61.85%-50.4pp | 45.09%-33.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,413 | $2,384+43.2% | $3,919-12.9% | $2,471+38.1% |
| Participant deferral / active EE | $4,611 | $3,733+23.5% | $5,048-8.7% | $3,740+23.3% |
| Admin fee / account holder | $7,988 | $6,321+26.4% | $8,927-10.5% | $5,306+50.5% |