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 | $167,094 | $91,407+82.8% | $135,903+23.0% | $71,457+133.8% |
| Participation rate | 98.1% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 19.19% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $6,110 | $3,703+65.0% | $4,856+25.8% | $2,588+136.1% |
| Participant deferral / active EE | $8,518 | $7,092+20.1% | $7,758+9.8% | $4,289+98.6% |
| Admin fee / account holder | $6,203 | $1,266+390.0% | $10,762-42.4% | $1,587+290.8% |