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 | $167,084 | $95,803+74.4% | $113,168+47.6% | $84,808+97.0% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 14.79% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,386 | $2,360+1.1% | $2,975-19.8% | $2,631-9.3% |
| Participant deferral / active EE | $6,119 | $4,242+44.2% | $5,107+19.8% | $4,212+45.3% |
| Admin fee / account holder | $42,462 | $8,989+372.4% | $12,068+251.9% | $7,344+478.2% |