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 | $175,086 | $98,750+77.3% | $149,696+17.0% | $79,858+119.2% |
| Participation rate | 89.2% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 16.76% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,989 | $3,216+24.0% | $4,644-14.1% | $2,471+61.5% |
| Participant deferral / active EE | $9,200 | $5,680+62.0% | $6,842+34.5% | $3,740+146.0% |
| Admin fee / account holder | $4,076 | $6,053-32.6% | $9,309-56.2% | $5,306-23.2% |