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 | $152,992 | $59,101+158.9% | $77,163+98.3% | $75,163+103.5% |
| Participation rate | 76.7% | 63.9%+12.9pp | 69.6%+7.1pp | 67.2%+9.5pp |
| Annual return | 21.54% | 26.71%-5.2pp | 37.87%-16.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,828 | $1,995-8.4% | $2,535-27.9% | $2,670-31.5% |
| Participant deferral / active EE | $3,975 | $2,999+32.5% | $3,833+3.7% | $4,125-3.6% |
| Admin fee / account holder | $4,659 | $4,774-2.4% | $5,472-14.9% | $5,651-17.5% |