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 9-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 | $170,966 | $89,355+91.3% | $141,162+21.1% | $72,985+134.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 24.48% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,441 | $3,114+10.5% | $4,735-27.3% | $2,440+41.0% |
| Participant deferral / active EE | $6,765 | $5,418+24.9% | $6,709+0.8% | $3,607+87.5% |
| Admin fee / account holder | $15,202 | $5,958+155.1% | $10,261+48.1% | $5,124+196.7% |