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 | $183,166 | $101,724+80.1% | $164,813+11.1% | $80,856+126.5% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 13.46% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,159 | $2,953+40.8% | $4,341-4.2% | $2,755+51.0% |
| Participant deferral / active EE | $8,918 | $4,477+99.2% | $6,031+47.9% | $4,296+107.6% |
| Admin fee / account holder | $4,162 | $8,227-49.4% | $12,690-67.2% | $6,918-39.8% |