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 | $179,074 | $81,460+119.8% | $103,333+73.3% | $80,856+121.5% |
| Participation rate | 86.3% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 13.83% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,905 | $3,105+25.8% | $3,868+1.0% | $2,755+41.7% |
| Participant deferral / active EE | $10,263 | $3,869+165.3% | $5,057+102.9% | $4,296+138.9% |
| Admin fee / account holder | $9,734 | $6,566+48.2% | $8,355+16.5% | $6,918+40.7% |