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 | $179,312 | $125,758+42.6% | $169,993+5.5% | $75,163+138.6% |
| Participation rate | 94.5% | 83.6%+10.9pp | 87.0%+7.5pp | 67.2%+27.3pp |
| Annual return | 14.82% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $4,702 | $4,615+1.9% | $6,785-30.7% | $2,670+76.1% |
| Participant deferral / active EE | $5,814 | $6,837-15.0% | $10,408-44.1% | $4,125+40.9% |
| Admin fee / account holder | $21,114 | $8,173+158.3% | $12,815+64.8% | $5,651+273.6% |