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 | $184,560 | $109,881+68.0% | $150,045+23.0% | $84,808+117.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 18.24% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,272 | $3,561-8.1% | $4,693-30.3% | $2,631+24.4% |
| Participant deferral / active EE | $10,019 | $6,636+51.0% | $7,997+25.3% | $4,212+137.9% |
| Admin fee / account holder | $3,030 | $8,568-64.6% | $13,435-77.4% | $7,344-58.7% |