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 | $182,114 | $93,571+94.6% | $135,903+34.0% | $75,163+142.3% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 18.10% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,897 | $3,537-18.1% | $4,856-40.3% | $2,670+8.5% |
| Participant deferral / active EE | $12,389 | $6,404+93.5% | $7,758+59.7% | $4,125+200.3% |
| Admin fee / account holder | $2,594 | $6,975-62.8% | $10,762-75.9% | $5,651-54.1% |