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 | $169,080 | $70,475+139.9% | $100,516+68.2% | $79,858+111.7% |
| Participation rate | 87.5% | 73.7%+13.8pp | 79.4%+8.1pp | 69.6%+17.9pp |
| Annual return | 18.33% | 21.90%-3.6pp | 30.89%-12.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,345 | $2,165+146.9% | $3,418+56.4% | $2,471+116.3% |
| Participant deferral / active EE | $15,138 | $5,181+192.2% | $6,270+141.4% | $3,740+304.7% |
| Admin fee / account holder | $11,959 | $4,478+167.0% | $8,081+48.0% | $5,306+125.4% |