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 | $174,895 | $78,926+121.6% | $136,749+27.9% | $84,808+106.2% |
| Participation rate | 82.1% | 62.2%+20.0pp | 72.1%+10.0pp | 68.3%+13.8pp |
| Annual return | 18.34% | 18.17%+0.2pp | 24.33%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,623 | $2,134+69.8% | $3,400+6.6% | $2,631+37.7% |
| Participant deferral / active EE | $7,359 | $3,168+132.3% | $4,692+56.8% | $4,212+74.7% |
| Admin fee / account holder | $2,169 | $6,369-65.9% | $11,386-81.0% | $7,344-70.5% |