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 | $172,913 | $85,766+101.6% | $136,294+26.9% | $70,131+146.6% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,429 | $2,966-18.1% | $4,695-48.3% | $2,342+3.7% |
| Participant deferral / active EE | $3,196 | $5,051-36.7% | $6,247-48.8% | $3,332-4.1% |
| Admin fee / account holder | $336 | $5,420-93.8% | $9,243-96.4% | $4,645-92.8% |