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 | $176,167 | $81,460+116.3% | $103,333+70.5% | $80,856+117.9% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.6%+5.3pp |
| Annual return | 18.82% | 25.55%-6.7pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $4,484 | $3,105+44.4% | $3,868+15.9% | $2,755+62.8% |
| Participant deferral / active EE | $6,782 | $3,869+75.3% | $5,057+34.1% | $4,296+57.9% |
| Admin fee / account holder | $3,425 | $6,566-47.8% | $8,355-59.0% | $6,918-50.5% |