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 | $183,938 | $74,927+145.5% | $101,794+80.7% | $84,808+116.9% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.2%+20.0pp | 68.3%+20.9pp |
| Annual return | 18.71% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,844 | $1,522+86.9% | $2,289+24.3% | $2,631+8.1% |
| Participant deferral / active EE | $5,637 | $3,099+81.9% | $4,084+38.0% | $4,212+33.8% |
| Admin fee / account holder | $2,248 | $6,514-65.5% | $8,777-74.4% | $7,344-69.4% |