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 | $163,087 | $79,944+104.0% | $98,439+65.7% | $75,163+117.0% |
| Participation rate | 93.8% | 70.4%+23.4pp | 75.2%+18.7pp | 67.2%+26.6pp |
| Annual return | 20.66% | 19.75%+0.9pp | 21.16%-0.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,799 | $2,264+112.0% | $3,048+57.5% | $2,670+79.8% |
| Participant deferral / active EE | $7,513 | $3,752+100.2% | $4,738+58.6% | $4,125+82.1% |
| Admin fee / account holder | $10,013 | $6,840+46.4% | $8,948+11.9% | $5,651+77.2% |