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 | $179,247 | $64,480+178.0% | $81,382+120.3% | $80,856+121.7% |
| Participation rate | 92.1% | 63.9%+28.2pp | 69.5%+22.6pp | 67.6%+24.5pp |
| Annual return | 13.64% | 16.34%-2.7pp | 24.73%-11.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,044 | $1,978+154.9% | $2,463+104.8% | $2,755+83.1% |
| Participant deferral / active EE | $7,225 | $3,094+133.5% | $3,883+86.1% | $4,296+68.2% |
| Admin fee / account holder | $4,984 | $5,671-12.1% | $5,768-13.6% | $6,918-28.0% |