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 | $174,553 | $77,314+125.8% | $177,989-1.9% | $80,856+115.9% |
| Participation rate | 73.8% | 65.7%+8.1pp | 77.1%-3.3pp | 67.6%+6.2pp |
| Annual return | 13.84% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,927 | $2,292+27.7% | $3,949-25.9% | $2,755+6.2% |
| Participant deferral / active EE | $6,365 | $4,411+44.3% | $6,276+1.4% | $4,296+48.2% |
| Admin fee / account holder | $1,161 | $7,191-83.9% | $10,363-88.8% | $6,918-83.2% |