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 | $186,678 | $89,753+108.0% | $107,525+73.6% | $84,808+120.1% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 14.02% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,080 | $3,113-1.1% | $3,754-17.9% | $2,631+17.1% |
| Participant deferral / active EE | $7,365 | $4,056+81.6% | $5,116+44.0% | $4,212+74.9% |
| Admin fee / account holder | $599 | $7,222-91.7% | $8,919-93.3% | $7,344-91.8% |