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 | $167,202 | $86,929+92.3% | $102,423+63.2% | $80,856+106.8% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 20.57% | 18.88%+1.7pp | 29.32%-8.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,746 | $2,369-26.3% | $3,023-42.3% | $2,755-36.6% |
| Participant deferral / active EE | $6,188 | $4,118+50.3% | $5,053+22.5% | $4,296+44.1% |
| Admin fee / account holder | $12,014 | $8,049+49.3% | $9,451+27.1% | $6,918+73.7% |