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 | $175,108 | $86,929+101.4% | $102,423+71.0% | $80,856+116.6% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 16.58% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,278 | $4,118+76.7% | $5,053+44.0% | $4,296+69.4% |
| Admin fee / account holder | $334 | $8,049-95.8% | $9,451-96.5% | $6,918-95.2% |