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 | $164,412 | $93,571+75.7% | $135,903+21.0% | $75,163+118.7% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 20.75% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,309 | $3,537-34.7% | $4,856-52.5% | $2,670-13.5% |
| Participant deferral / active EE | $8,088 | $6,404+26.3% | $7,758+4.3% | $4,125+96.1% |
| Admin fee / account holder | $1,732 | $6,975-75.2% | $10,762-83.9% | $5,651-69.3% |