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 | $158,295 | $73,933+114.1% | $96,683+63.7% | $75,163+110.6% |
| Participation rate | 86.0% | 66.4%+19.5pp | 74.3%+11.6pp | 67.2%+18.8pp |
| Annual return | 18.25% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,202 | $2,928+9.4% | $3,737-14.3% | $2,670+19.9% |
| Participant deferral / active EE | $6,428 | $3,659+75.7% | $4,878+31.8% | $4,125+55.8% |
| Admin fee / account holder | $29,944 | $5,216+474.1% | $6,730+345.0% | $5,651+429.9% |