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 | $172,710 | $80,968+113.3% | $96,544+78.9% | $75,163+129.8% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 17.31% | 27.06%-9.8pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,958 | $2,282+73.5% | $2,965+33.5% | $2,670+48.3% |
| Participant deferral / active EE | $6,332 | $3,928+61.2% | $4,851+30.5% | $4,125+53.5% |
| Admin fee / account holder | $18,994 | $6,724+182.5% | $8,252+130.2% | $5,651+236.1% |