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 | $177,367 | $109,413+62.1% | $156,263+13.5% | $84,808+109.1% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 19.43% | 20.18%-0.8pp | 59.47%-40.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,455 | $2,907+18.8% | $4,333-20.3% | $2,631+31.3% |
| Participant deferral / active EE | $6,146 | $4,590+33.9% | $6,158-0.2% | $4,212+45.9% |
| Admin fee / account holder | $6,248 | $9,357-33.2% | $14,255-56.2% | $7,344-14.9% |