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 | $180,616 | $104,251+73.3% | $91,001+98.5% | $147,584+22.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 13.43% | 27.06%-13.6pp | 4.60%+8.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,904 | $3,116+89.5% | $2,456+140.4% | $4,876+21.1% |
| Participant deferral / active EE | $3,768 | $4,195-10.2% | $3,547+6.2% | $5,439-30.7% |
| Admin fee / account holder | $3,836 | $8,948-57.1% | $5,417-29.2% | $10,885-64.8% |