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 | $167,546 | $61,660+171.7% | $80,019+109.4% | $64,186+161.0% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 7.41% | -0.33%+7.7pp | 11.22%-3.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $2,823 | $1,810+55.9% | $2,468+14.4% | $2,381+18.6% |
| Participant deferral / active EE | $5,703 | $2,968+92.2% | $3,686+54.7% | $3,470+64.4% |
| Admin fee / account holder | $1,437 | $5,417-73.5% | $6,521-78.0% | $4,888-70.6% |