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 | $159,863 | $125,758+27.1% | $169,993-6.0% | $75,163+112.7% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 16.78% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,399 | $4,615-4.7% | $6,785-35.2% | $2,670+64.8% |
| Participant deferral / active EE | $4,873 | $6,837-28.7% | $10,408-53.2% | $4,125+18.1% |
| Admin fee / account holder | $1,452 | $8,173-82.2% | $12,815-88.7% | $5,651-74.3% |