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 7-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 | $179,682 | $102,605+75.1% | $145,661+23.4% | $84,808+111.9% |
| Participation rate | 77.6% | 74.3%+3.3pp | 77.2%+0.3pp | 68.3%+9.2pp |
| Annual return | 16.42% | 26.50%-10.1pp | 101.46%-85.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,845 | $3,325+45.7% | $4,238+14.3% | $2,631+84.2% |
| Participant deferral / active EE | $6,897 | $5,750+19.9% | $7,198-4.2% | $4,212+63.8% |
| Admin fee / account holder | $11,433 | $8,758+30.5% | $12,466-8.3% | $7,344+55.7% |