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 | $176,087 | $109,881+60.3% | $150,045+17.4% | $84,808+107.6% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.7pp | 68.3%+8.3pp |
| Annual return | 22.28% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,445 | $3,561-59.4% | $4,693-69.2% | $2,631-45.1% |
| Participant deferral / active EE | $4,479 | $6,636-32.5% | $7,997-44.0% | $4,212+6.4% |
| Admin fee / account holder | $4,116 | $8,568-52.0% | $13,435-69.4% | $7,344-43.9% |