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 | $172,257 | $89,355+92.8% | $141,162+22.0% | $72,985+136.0% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 21.55% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,779 | $3,114-10.8% | $4,735-41.3% | $2,440+13.9% |
| Participant deferral / active EE | $6,753 | $5,418+24.6% | $6,709+0.7% | $3,607+87.2% |
| Admin fee / account holder | $19,002 | $5,958+218.9% | $10,261+85.2% | $5,124+270.8% |