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 | $177,901 | $94,625+88.0% | $116,228+53.1% | $84,808+109.8% |
| Participation rate | 83.6% | 70.4%+13.2pp | 74.6%+9.1pp | 68.3%+15.3pp |
| Annual return | 16.59% | 20.40%-3.8pp | 90.06%-73.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,339 | $2,347-42.9% | $2,994-55.3% | $2,631-49.1% |
| Participant deferral / active EE | $3,344 | $3,972-15.8% | $4,953-32.5% | $4,212-20.6% |
| Admin fee / account holder | $15,708 | $10,091+55.7% | $11,989+31.0% | $7,344+113.9% |