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 | $175,827 | $74,927+134.7% | $101,794+72.7% | $84,808+107.3% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.2%+23.9pp | 68.3%+24.8pp |
| Annual return | 14.95% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $845 | $1,522-44.5% | $2,289-63.1% | $2,631-67.9% |
| Participant deferral / active EE | $6,738 | $3,099+117.4% | $4,084+65.0% | $4,212+60.0% |
| Admin fee / account holder | $400 | $6,514-93.9% | $8,777-95.4% | $7,344-94.6% |