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 | $170,955 | $135,952+25.7% | $123,892+38.0% | $273,961-37.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.88% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $18,317 | $5,170+254.3% | $4,617+296.7% | $4,869+276.2% |
| Participant deferral / active EE | $12,595 | $6,343+98.6% | $5,984+110.5% | $5,287+138.2% |
| Admin fee / account holder | $919 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |