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 | $175,528 | $100,326+75.0% | $180,183-2.6% | $84,808+107.0% |
| Participation rate | 95.9% | 71.0%+24.9pp | 77.4%+18.5pp | 68.3%+27.6pp |
| Annual return | 17.34% | 17.86%-0.5pp | 27.86%-10.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,827 | $3,269+139.4% | $5,039+55.3% | $2,631+197.5% |
| Participant deferral / active EE | $10,380 | $5,066+104.9% | $6,822+52.1% | $4,212+146.5% |
| Admin fee / account holder | $7,248 | $9,674-25.1% | $19,975-63.7% | $7,344-1.3% |