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 | $178,326 | $73,933+141.2% | $96,683+84.4% | $75,163+137.3% |
| Participation rate | 72.2% | 66.4%+5.8pp | 74.3%-2.1pp | 67.2%+5.0pp |
| Annual return | 20.17% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,236 | $2,928-23.6% | $3,737-40.2% | $2,670-16.2% |
| Participant deferral / active EE | $7,508 | $3,659+105.2% | $4,878+53.9% | $4,125+82.0% |
| Admin fee / account holder | $8,619 | $5,216+65.2% | $6,730+28.1% | $5,651+52.5% |