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 | $186,077 | $80,968+129.8% | $96,544+92.7% | $75,163+147.6% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 19.00% | 27.06%-8.1pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,841 | $2,282+68.3% | $2,965+29.5% | $2,670+43.9% |
| Participant deferral / active EE | $5,843 | $3,928+48.8% | $4,851+20.5% | $4,125+41.7% |
| Admin fee / account holder | $1,690 | $6,724-74.9% | $8,252-79.5% | $5,651-70.1% |