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 | $179,379 | $109,881+63.2% | $150,045+19.6% | $84,808+111.5% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 16.64% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,451 | $3,561-3.1% | $4,693-26.5% | $2,631+31.2% |
| Participant deferral / active EE | $11,109 | $6,636+67.4% | $7,997+38.9% | $4,212+163.8% |
| Admin fee / account holder | $5,638 | $8,568-34.2% | $13,435-58.0% | $7,344-23.2% |