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 | $167,020 | $83,477+100.1% | $125,175+33.4% | $72,985+128.8% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.6pp | 69.5%+23.8pp |
| Annual return | 20.05% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,738 | $2,345+16.8% | $3,865-29.2% | $2,440+12.2% |
| Participant deferral / active EE | $9,571 | $3,585+166.9% | $4,937+93.9% | $3,607+165.3% |
| Admin fee / account holder | $15,895 | $5,517+188.1% | $9,702+63.8% | $5,124+210.2% |