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 | $180,228 | $109,413+64.7% | $156,263+15.3% | $84,808+112.5% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 15.60% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,758 | $2,907+29.3% | $4,333-13.3% | $2,631+42.8% |
| Participant deferral / active EE | $8,343 | $4,590+81.8% | $6,158+35.5% | $4,212+98.1% |
| Admin fee / account holder | $878 | $9,357-90.6% | $14,255-93.8% | $7,344-88.0% |