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 9-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 | $167,730 | $87,013+92.8% | $106,213+57.9% | $80,856+107.4% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.6%+29.7pp |
| Annual return | 12.86% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,621 | $2,395+9.4% | $3,171-17.3% | $2,755-4.8% |
| Participant deferral / active EE | $2,843 | $3,986-28.7% | $5,016-43.3% | $4,296-33.8% |
| Admin fee / account holder | $6,228 | $8,431-26.1% | $11,033-43.6% | $6,918-10.0% |