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 5-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 | $176,137 | $71,050+147.9% | $93,606+88.2% | $80,856+117.8% |
| Participation rate | 90.5% | 60.4%+30.1pp | 68.7%+21.8pp | 67.6%+22.8pp |
| Annual return | 12.47% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,406 | $1,564+53.8% | $2,420-0.6% | $2,755-12.7% |
| Participant deferral / active EE | $6,979 | $4,034+73.0% | $4,411+58.2% | $4,296+62.5% |
| Admin fee / account holder | $18,903 | $6,945+172.2% | $8,285+128.2% | $6,918+173.3% |