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 8-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 | $174,207 | $92,985+87.4% | $153,485+13.5% | $80,856+115.5% |
| Participation rate | 94.4% | 69.0%+25.5pp | 77.1%+17.4pp | 67.6%+26.8pp |
| Annual return | 16.71% | 19.95%-3.2pp | 15.65%+1.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $12,178 | $3,507+247.2% | $5,039+141.7% | $2,755+342.1% |
| Participant deferral / active EE | $13,224 | $5,178+155.4% | $6,757+95.7% | $4,296+207.8% |
| Admin fee / account holder | $8,732 | $8,880-1.7% | $12,724-31.4% | $6,918+26.2% |