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 | $163,955 | $201,272-18.5% | $184,203-11.0% | $145,922+12.4% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 14.72% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,774 | $7,022-74.7% | $6,427-72.4% | $4,660-61.9% |
| Participant deferral / active EE | $14,155 | $9,806+44.3% | $9,131+55.0% | $6,688+111.6% |
| Admin fee / account holder | $2,339 | $16,364-85.7% | $13,901-83.2% | $13,397-82.5% |