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 | $165,017 | $87,733+88.1% | $106,548+54.9% | $85,850+92.2% |
| Participation rate | 74.0% | 71.9%+2.1pp | 76.1%-2.1pp | 69.3%+4.7pp |
| Annual return | 16.36% | 21.86%-5.5pp | 26.80%-10.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $10,366 | $2,073+400.1% | $2,819+267.7% | $2,565+304.1% |
| Participant deferral / active EE | $3,397 | $3,469-2.1% | $4,398-22.8% | $3,952-14.0% |
| Admin fee / account holder | $22,828 | $6,767+237.3% | $7,407+208.2% | $6,260+264.7% |