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 | $176,524 | $93,571+88.7% | $135,903+29.9% | $75,163+134.9% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 22.54% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,581 | $3,537+1.3% | $4,856-26.3% | $2,670+34.1% |
| Participant deferral / active EE | $10,334 | $6,404+61.4% | $7,758+33.2% | $4,125+150.5% |
| Admin fee / account holder | $5,773 | $6,975-17.2% | $10,762-46.4% | $5,651+2.2% |