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 | $158,568 | $87,870+80.5% | $113,168+40.1% | $74,304+113.4% |
| Participation rate | 84.3% | 70.7%+13.6pp | 76.6%+7.7pp | 60.3%+24.0pp |
| Annual return | 13.39% | 26.44%-13.0pp | 24.27%-10.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $8,885 | $2,277+290.2% | $2,975+198.6% | $2,241+296.4% |
| Participant deferral / active EE | $5,236 | $4,241+23.5% | $5,107+2.5% | $3,767+39.0% |
| Admin fee / account holder | $12,424 | $3,368+268.9% | $12,068+3.0% | $2,969+318.5% |