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 | $185,030 | $80,968+128.5% | $96,544+91.7% | $75,163+146.2% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 16.59% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,086 | $2,282-8.6% | $2,965-29.6% | $2,670-21.9% |
| Participant deferral / active EE | $10,776 | $3,928+174.3% | $4,851+122.2% | $4,125+161.2% |
| Admin fee / account holder | $1,848 | $6,724-72.5% | $8,252-77.6% | $5,651-67.3% |