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 | $184,525 | $56,897+224.3% | $84,750+117.7% | $62,891+193.4% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 9.14% | 6.30%+2.8pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,843 | $2,400+18.5% | $3,574-20.5% | $2,281+24.7% |
| Participant deferral / active EE | $8,212 | $2,709+203.1% | $3,712+121.3% | $3,203+156.4% |
| Admin fee / account holder | $1,429 | $3,581-60.1% | $5,332-73.2% | $4,296-66.7% |