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 | $185,111 | $72,277+156.1% | $101,248+82.8% | $79,858+131.8% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 14.97% | 22.30%-7.3pp | 46.47%-31.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,375 | $2,692-11.8% | $3,660-35.1% | $2,471-3.9% |
| Participant deferral / active EE | $4,774 | $3,282+45.5% | $4,370+9.2% | $3,740+27.6% |
| Admin fee / account holder | $25,974 | $4,400+490.3% | $5,945+336.9% | $5,306+389.5% |