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 | $171,039 | $94,625+80.8% | $116,228+47.2% | $84,808+101.7% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.1pp |
| Annual return | 15.50% | 20.40%-4.9pp | 90.06%-74.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,822 | $2,347+20.3% | $2,994-5.8% | $2,631+7.3% |
| Participant deferral / active EE | $5,920 | $3,972+49.0% | $4,953+19.5% | $4,212+40.6% |
| Admin fee / account holder | $15,140 | $10,091+50.0% | $11,989+26.3% | $7,344+106.2% |