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 | $177,097 | $106,515+66.3% | $96,683+83.2% | $139,434+27.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 21.04% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,048 | $4,103-1.3% | $3,737+8.3% | $4,751-14.8% |
| Participant deferral / active EE | $8,187 | $5,454+50.1% | $4,878+67.8% | $6,710+22.0% |
| Admin fee / account holder | $13,700 | $7,877+73.9% | $6,730+103.6% | $11,403+20.1% |