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 9-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 | $173,290 | $98,750+75.5% | $149,696+15.8% | $79,858+117.0% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,349 | $3,216+4.1% | $4,644-27.9% | $2,471+35.5% |
| Participant deferral / active EE | $10,177 | $5,680+79.2% | $6,842+48.8% | $3,740+172.1% |
| Admin fee / account holder | $802 | $6,053-86.8% | $9,309-91.4% | $5,306-84.9% |