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 | $170,305 | $85,766+98.6% | $136,294+25.0% | $70,131+142.8% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 29.01% | 31.45%-2.4pp | 5155.94%-5126.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $3,128 | $2,966+5.5% | $4,695-33.4% | $2,342+33.5% |
| Participant deferral / active EE | $6,604 | $5,051+30.7% | $6,247+5.7% | $3,332+98.2% |
| Admin fee / account holder | $6,583 | $5,420+21.4% | $9,243-28.8% | $4,645+41.7% |