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 | $179,369 | $109,413+63.9% | $156,263+14.8% | $84,808+111.5% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 15.01% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,568 | $2,907-11.7% | $4,333-40.7% | $2,631-2.4% |
| Participant deferral / active EE | $9,338 | $4,590+103.5% | $6,158+51.6% | $4,212+121.7% |
| Admin fee / account holder | $9,403 | $9,357+0.5% | $14,255-34.0% | $7,344+28.0% |