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 | $169,968 | $93,571+81.6% | $135,903+25.1% | $75,163+126.1% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.3pp | 67.2%+8.4pp |
| Annual return | 18.67% | 30.90%-12.2pp | 68.23%-49.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,490 | $3,537-1.3% | $4,856-28.1% | $2,670+30.7% |
| Participant deferral / active EE | $7,535 | $6,404+17.7% | $7,758-2.9% | $4,125+82.7% |
| Admin fee / account holder | $674 | $6,975-90.3% | $10,762-93.7% | $5,651-88.1% |