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 | $174,378 | $74,888+132.9% | $71,209+144.9% | $142,382+22.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 13.52% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,027 | $2,854+356.4% | $2,721+378.8% | $4,299+203.0% |
| Participant deferral / active EE | $8,639 | $4,454+93.9% | $4,175+106.9% | $6,507+32.8% |
| Admin fee / account holder | $1,755 | $5,568-68.5% | $5,349-67.2% | $12,624-86.1% |