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 | $177,392 | $64,480+175.1% | $81,382+118.0% | $80,856+119.4% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.5%+13.8pp | 67.6%+15.7pp |
| Annual return | 15.53% | 16.34%-0.8pp | 24.73%-9.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,651 | $1,978+34.0% | $2,463+7.6% | $2,755-3.8% |
| Participant deferral / active EE | $6,575 | $3,094+112.5% | $3,883+69.3% | $4,296+53.1% |
| Admin fee / account holder | $2,293 | $5,671-59.6% | $5,768-60.2% | $6,918-66.9% |