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 | $167,970 | $124,281+35.2% | $109,143+53.9% | $167,490+0.3% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 22.50% | 26.04%-3.5pp | 25.75%-3.2pp | 478.56%-456.1pp |
| Employer contribution / active EE | $4,516 | $4,207+7.3% | $3,722+21.3% | $4,837-6.6% |
| Participant deferral / active EE | $9,206 | $5,255+75.2% | $4,653+97.8% | $6,341+45.2% |
| Admin fee / account holder | $8,307 | $7,970+4.2% | $6,752+23.0% | $12,309-32.5% |