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 | $173,729 | $80,968+114.6% | $96,544+79.9% | $75,163+131.1% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 16.58% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,235 | $2,282-45.9% | $2,965-58.4% | $2,670-53.8% |
| Participant deferral / active EE | $5,874 | $3,928+49.5% | $4,851+21.1% | $4,125+42.4% |
| Admin fee / account holder | $2,769 | $6,724-58.8% | $8,252-66.4% | $5,651-51.0% |