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 7-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 | $171,137 | $80,968+111.4% | $96,544+77.3% | $75,163+127.7% |
| Participation rate | 71.0% | 71.8%-0.8pp | 76.0%-5.0pp | 67.2%+3.8pp |
| Annual return | 18.87% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,127 | $2,282+37.0% | $2,965+5.5% | $2,670+17.1% |
| Participant deferral / active EE | $8,745 | $3,928+122.6% | $4,851+80.3% | $4,125+112.0% |
| Admin fee / account holder | $9,116 | $6,724+35.6% | $8,252+10.5% | $5,651+61.3% |