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 5-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 | $167,147 | $77,503+115.7% | $100,391+66.5% | $80,856+106.7% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 15.44% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,786 | $2,801+70.9% | $3,942+21.4% | $2,755+73.7% |
| Participant deferral / active EE | $10,719 | $6,820+57.2% | $8,082+32.6% | $4,296+149.5% |
| Admin fee / account holder | $4,577 | $5,897-22.4% | $7,899-42.1% | $6,918-33.8% |