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 | $175,365 | $110,257+59.1% | $96,544+81.6% | $139,434+25.8% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 15.94% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,339 | $3,620-63.0% | $2,965-54.8% | $4,751-71.8% |
| Participant deferral / active EE | $7,222 | $5,548+30.2% | $4,851+48.9% | $6,710+7.6% |
| Admin fee / account holder | $3,044 | $11,591-73.7% | $8,252-63.1% | $11,403-73.3% |