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 | $175,909 | $99,985+75.9% | $146,665+19.9% | $85,850+104.9% |
| Participation rate | 77.6% | 73.1%+4.6pp | 80.1%-2.4pp | 69.3%+8.3pp |
| Annual return | 14.05% | 18.93%-4.9pp | 22.74%-8.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,534 | $2,559+38.1% | $4,136-14.6% | $2,565+37.8% |
| Participant deferral / active EE | $8,643 | $4,006+115.8% | $5,506+57.0% | $3,952+118.7% |
| Admin fee / account holder | $2,226 | $7,702-71.1% | $10,280-78.3% | $6,260-64.4% |