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 | $167,812 | $58,851+185.1% | $115,157+45.7% | $72,985+129.9% |
| Participation rate | 94.4% | 65.5%+28.9pp | 75.9%+18.5pp | 69.5%+25.0pp |
| Annual return | 22.60% | 23.16%-0.6pp | 35.60%-13.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,886 | $1,798+60.5% | $3,179-9.2% | $2,440+18.3% |
| Participant deferral / active EE | $4,627 | $2,643+75.1% | $4,168+11.0% | $3,607+28.3% |
| Admin fee / account holder | $1,273 | $6,370-80.0% | $7,088-82.0% | $5,124-75.2% |