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 | $163,008 | $68,719+137.2% | $91,541+78.1% | $84,808+92.2% |
| Participation rate | 85.7% | 64.5%+21.2pp | 69.8%+15.9pp | 68.3%+17.4pp |
| Annual return | 16.93% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,867 | $1,920+101.4% | $2,505+54.4% | $2,631+47.0% |
| Participant deferral / active EE | $4,763 | $3,136+51.9% | $4,008+18.8% | $4,212+13.1% |
| Admin fee / account holder | $4,115 | $5,786-28.9% | $6,956-40.8% | $7,344-44.0% |