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 | $173,487 | $110,261+57.3% | $95,745+81.2% | $139,434+24.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 13.48% | 27.11%-13.6pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,019 | $3,257-7.3% | $2,835+6.5% | $4,751-36.5% |
| Participant deferral / active EE | $10,161 | $4,676+117.3% | $4,245+139.4% | $6,710+51.4% |
| Admin fee / account holder | $1,166 | $6,613-82.4% | $5,678-79.5% | $11,403-89.8% |