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 | $176,555 | $69,518+154.0% | $59,878+194.9% | $135,375+30.4% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.7%+19.1pp | 82.6%+11.1pp |
| Annual return | 10.15% | 7.94%+2.2pp | 3.46%+6.7pp | 519.73%-509.6pp |
| Employer contribution / active EE | $3,418 | $3,235+5.7% | $2,722+25.6% | $4,779-28.5% |
| Participant deferral / active EE | $4,862 | $4,206+15.6% | $3,402+42.9% | $5,609-13.3% |
| Admin fee / account holder | $24,345 | $5,734+324.5% | $3,590+578.1% | $10,827+124.8% |