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 | $164,882 | $109,881+50.1% | $150,045+9.9% | $84,808+94.4% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 15.94% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,644 | $3,561+2.3% | $4,693-22.4% | $2,631+38.5% |
| Participant deferral / active EE | $10,185 | $6,636+53.5% | $7,997+27.4% | $4,212+141.8% |
| Admin fee / account holder | $31,013 | $8,568+262.0% | $13,435+130.8% | $7,344+322.3% |