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 | $169,760 | $83,477+103.4% | $125,175+35.6% | $72,985+132.6% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.5%+16.7pp |
| Annual return | 20.18% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,440 | $2,345+89.3% | $3,865+14.9% | $2,440+82.0% |
| Participant deferral / active EE | $7,384 | $3,585+106.0% | $4,937+49.6% | $3,607+104.7% |
| Admin fee / account holder | $467 | $5,517-91.5% | $9,702-95.2% | $5,124-90.9% |