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 | $172,285 | $153,772+12.0% | $133,980+28.6% | $273,961-37.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.18% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,922 | $6,029+14.8% | $5,211+32.8% | $4,869+42.2% |
| Participant deferral / active EE | $12,350 | $6,958+77.5% | $6,282+96.6% | $5,287+133.6% |
| Admin fee / account holder | $427 | $11,765-96.4% | $9,324-95.4% | $10,132-95.8% |