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 | $175,856 | $109,881+60.0% | $150,045+17.2% | $84,808+107.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 18.54% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,501 | $3,561-29.8% | $4,693-46.7% | $2,631-4.9% |
| Participant deferral / active EE | $10,621 | $6,636+60.1% | $7,997+32.8% | $4,212+152.2% |
| Admin fee / account holder | $5,295 | $8,568-38.2% | $13,435-60.6% | $7,344-27.9% |