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 | $174,861 | $53,822+224.9% | $75,696+131.0% | $85,850+103.7% |
| Participation rate | 95.2% | 69.1%+26.2pp | 74.8%+20.4pp | 69.3%+25.9pp |
| Annual return | 22.84% | 24.54%-1.7pp | 104.53%-81.7pp | 318.53%-295.7pp |
| Employer contribution / active EE | $3,976 | $2,017+97.2% | $2,743+45.0% | $2,565+55.0% |
| Participant deferral / active EE | $5,978 | $2,895+106.5% | $3,821+56.4% | $3,952+51.3% |
| Admin fee / account holder | $5,145 | $3,343+53.9% | $3,619+42.2% | $6,260-17.8% |