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 | $165,030 | $91,552+80.3% | $133,956+23.2% | $79,858+106.7% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 15.34% | 61.85%-46.5pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,769 | $2,384+16.2% | $3,919-29.3% | $2,471+12.1% |
| Participant deferral / active EE | $9,139 | $3,733+144.8% | $5,048+81.0% | $3,740+144.3% |
| Admin fee / account holder | $453 | $6,321-92.8% | $8,927-94.9% | $5,306-91.5% |