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 | $170,122 | $98,750+72.3% | $149,696+13.6% | $79,858+113.0% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 18.71% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,811 | $3,216-12.6% | $4,644-39.5% | $2,471+13.8% |
| Participant deferral / active EE | $7,025 | $5,680+23.7% | $6,842+2.7% | $3,740+87.8% |
| Admin fee / account holder | $15,386 | $6,053+154.2% | $9,309+65.3% | $5,306+190.0% |