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 | $179,907 | $81,460+120.9% | $103,333+74.1% | $80,856+122.5% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 13.10% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,553 | $3,105+14.4% | $3,868-8.1% | $2,755+29.0% |
| Participant deferral / active EE | $7,406 | $3,869+91.4% | $5,057+46.4% | $4,296+72.4% |
| Admin fee / account holder | $5,237 | $6,566-20.2% | $8,355-37.3% | $6,918-24.3% |