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 | $170,077 | $95,803+77.5% | $113,168+50.3% | $84,808+100.5% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 16.87% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,600 | $2,360+349.2% | $2,975+256.3% | $2,631+302.9% |
| Participant deferral / active EE | $4,204 | $4,242-0.9% | $5,107-17.7% | $4,212-0.2% |
| Admin fee / account holder | $8,303 | $8,989-7.6% | $12,068-31.2% | $7,344+13.1% |