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 | $178,761 | $64,480+177.2% | $81,382+119.7% | $80,856+121.1% |
| Participation rate | 92.6% | 63.9%+28.7pp | 69.5%+23.1pp | 67.6%+25.0pp |
| Annual return | 10.59% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $791 | $1,978-60.0% | $2,463-67.9% | $2,755-71.3% |
| Participant deferral / active EE | $3,098 | $3,094+0.1% | $3,883-20.2% | $4,296-27.9% |
| Admin fee / account holder | $7,568 | $5,671+33.4% | $5,768+31.2% | $6,918+9.4% |