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 | $181,601 | $80,717+125.0% | $154,803+17.3% | $84,808+114.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 78.1%-5.2pp | 68.3%+4.6pp |
| Annual return | 18.34% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,801 | $2,761+110.1% | $4,305+34.7% | $2,631+120.5% |
| Participant deferral / active EE | $6,616 | $3,303+100.3% | $5,540+19.4% | $4,212+57.1% |
| Admin fee / account holder | $757 | $6,746-88.8% | $14,329-94.7% | $7,344-89.7% |