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 | $179,090 | $54,705+227.4% | $71,209+151.5% | $84,808+111.2% |
| Participation rate | 85.4% | 64.1%+21.3pp | 73.8%+11.7pp | 68.3%+17.1pp |
| Annual return | 16.43% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,289 | $2,158+6.1% | $2,721-15.9% | $2,631-13.0% |
| Participant deferral / active EE | $4,612 | $3,030+52.2% | $4,175+10.5% | $4,212+9.5% |
| Admin fee / account holder | $7,912 | $4,863+62.7% | $5,349+47.9% | $7,344+7.7% |