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 | $172,199 | $66,402+159.3% | $109,895+56.7% | $85,850+100.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 74.2%+5.8pp | 69.3%+10.7pp |
| Annual return | 13.04% | 19.59%-6.6pp | 29.45%-16.4pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,943 | $1,687+74.4% | $2,842+3.5% | $2,565+14.7% |
| Participant deferral / active EE | $5,908 | $2,842+107.8% | $4,048+45.9% | $3,952+49.5% |
| Admin fee / account holder | $549 | $4,557-87.9% | $6,066-90.9% | $6,260-91.2% |