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 | $180,269 | $76,367+136.1% | $93,606+92.6% | $72,985+147.0% |
| Participation rate | 92.9% | 71.7%+21.1pp | 75.8%+17.0pp | 69.5%+23.4pp |
| Annual return | 19.73% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,152 | $2,275-5.4% | $2,718-20.8% | $2,440-11.8% |
| Participant deferral / active EE | $5,875 | $3,538+66.0% | $4,069+44.4% | $3,607+62.9% |
| Admin fee / account holder | $25,309 | $6,838+270.1% | $7,888+220.8% | $5,124+393.9% |