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 | $168,482 | $109,413+54.0% | $156,263+7.8% | $84,808+98.7% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 17.98% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,673 | $2,907-8.0% | $4,333-38.3% | $2,631+1.6% |
| Participant deferral / active EE | $8,189 | $4,590+78.4% | $6,158+33.0% | $4,212+94.4% |
| Admin fee / account holder | $15,848 | $9,357+69.4% | $14,255+11.2% | $7,344+115.8% |