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 | $169,909 | $80,968+109.8% | $96,544+76.0% | $75,163+126.1% |
| Participation rate | 80.7% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 24.16% | 27.06%-2.9pp | 25.84%-1.7pp | 160.62%-136.5pp |
| Employer contribution / active EE | $3,337 | $2,282+46.2% | $2,965+12.6% | $2,670+25.0% |
| Participant deferral / active EE | $8,118 | $3,928+106.7% | $4,851+67.4% | $4,125+96.8% |
| Admin fee / account holder | $931 | $6,724-86.2% | $8,252-88.7% | $5,651-83.5% |