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 | $173,592 | $109,881+58.0% | $150,045+15.7% | $84,808+104.7% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 14.58% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,378 | $3,561-5.2% | $4,693-28.0% | $2,631+28.4% |
| Participant deferral / active EE | $10,170 | $6,636+53.3% | $7,997+27.2% | $4,212+141.5% |
| Admin fee / account holder | $631 | $8,568-92.6% | $13,435-95.3% | $7,344-91.4% |