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 | $180,190 | $148,978+21.0% | $200,582-10.2% | $84,808+112.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 23.01% | 28.16%-5.2pp | 42.33%-19.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $18,912 | $4,815+292.8% | $6,419+194.6% | $2,631+618.8% |
| Participant deferral / active EE | $4,684 | $7,142-34.4% | $9,331-49.8% | $4,212+11.2% |
| Admin fee / account holder | $625 | $13,977-95.5% | $16,305-96.2% | $7,344-91.5% |