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 | $178,784 | $99,985+78.8% | $146,665+21.9% | $85,850+108.3% |
| Participation rate | 89.2% | 73.1%+16.1pp | 80.1%+9.1pp | 69.3%+19.9pp |
| Annual return | 33.27% | 18.93%+14.3pp | 22.74%+10.5pp | 318.53%-285.3pp |
| Employer contribution / active EE | $2,997 | $2,559+17.2% | $4,136-27.5% | $2,565+16.9% |
| Participant deferral / active EE | $6,399 | $4,006+59.7% | $5,506+16.2% | $3,952+61.9% |
| Admin fee / account holder | $1,891 | $7,702-75.4% | $10,280-81.6% | $6,260-69.8% |