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 | $173,075 | $99,985+73.1% | $146,665+18.0% | $85,850+101.6% |
| Participation rate | 91.1% | 73.1%+18.1pp | 80.1%+11.0pp | 69.3%+21.8pp |
| Annual return | 16.43% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,961 | $2,559-23.4% | $4,136-52.6% | $2,565-23.6% |
| Participant deferral / active EE | $6,881 | $4,006+71.8% | $5,506+25.0% | $3,952+74.1% |
| Admin fee / account holder | $7,767 | $7,702+0.8% | $10,280-24.4% | $6,260+24.1% |