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 | $182,521 | $127,264+43.4% | $109,895+66.1% | $167,490+9.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.2%+17.4pp | 82.1%+9.6pp |
| Annual return | 25.69% | 22.97%+2.7pp | 29.45%-3.8pp | 478.56%-452.9pp |
| Employer contribution / active EE | $2,286 | $3,322-31.2% | $2,842-19.6% | $4,837-52.7% |
| Participant deferral / active EE | $6,144 | $4,514+36.1% | $4,048+51.8% | $6,341-3.1% |
| Admin fee / account holder | $1,508 | $7,114-78.8% | $6,066-75.1% | $12,309-87.8% |