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 | $172,937 | $105,859+63.4% | $90,160+91.8% | $147,584+17.2% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 18.45% | 37.63%-19.2pp | 34.88%-16.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,187 | $4,126-47.0% | $3,318-34.1% | $4,876-55.2% |
| Participant deferral / active EE | $5,892 | $5,733+2.8% | $5,288+11.4% | $5,439+8.3% |
| Admin fee / account holder | $742 | $8,046-90.8% | $5,943-87.5% | $10,885-93.2% |