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 | $178,205 | $114,381+55.8% | $107,525+65.7% | $142,382+25.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,802 | $4,015-5.3% | $3,754+1.3% | $4,299-11.6% |
| Participant deferral / active EE | $4,350 | $5,564-21.8% | $5,116-15.0% | $6,507-33.2% |
| Admin fee / account holder | $1,308 | $9,860-86.7% | $8,919-85.3% | $12,624-89.6% |