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 | $174,742 | $148,978+17.3% | $200,582-12.9% | $84,808+106.0% |
| Participation rate | 97.0% | 84.2%+12.7pp | 86.9%+10.1pp | 68.3%+28.7pp |
| Annual return | 21.41% | 28.16%-6.8pp | 42.33%-20.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,197 | $4,815+28.7% | $6,419-3.5% | $2,631+135.5% |
| Participant deferral / active EE | $11,094 | $7,142+55.3% | $9,331+18.9% | $4,212+163.4% |
| Admin fee / account holder | $325 | $13,977-97.7% | $16,305-98.0% | $7,344-95.6% |