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 | $181,710 | $93,571+94.2% | $135,903+33.7% | $75,163+141.8% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.5pp | 67.2%+19.2pp |
| Annual return | 16.61% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,736 | $3,537-22.6% | $4,856-43.7% | $2,670+2.5% |
| Participant deferral / active EE | $6,992 | $6,404+9.2% | $7,758-9.9% | $4,125+69.5% |
| Admin fee / account holder | $965 | $6,975-86.2% | $10,762-91.0% | $5,651-82.9% |