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 | $177,341 | $72,277+145.4% | $101,248+75.2% | $79,858+122.1% |
| Participation rate | 74.0% | 68.5%+5.5pp | 75.8%-1.8pp | 69.6%+4.4pp |
| Annual return | 21.94% | 22.30%-0.4pp | 46.47%-24.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,300 | $2,692-14.6% | $3,660-37.2% | $2,471-6.9% |
| Participant deferral / active EE | $5,114 | $3,282+55.8% | $4,370+17.0% | $3,740+36.7% |
| Admin fee / account holder | $2,568 | $4,400-41.6% | $5,945-56.8% | $5,306-51.6% |