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 | $184,802 | $109,881+68.2% | $150,045+23.2% | $84,808+117.9% |
| Participation rate | 82.0% | 76.1%+5.9pp | 82.3%-0.4pp | 68.3%+13.7pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,021 | $3,561-43.2% | $4,693-56.9% | $2,631-23.2% |
| Participant deferral / active EE | $6,955 | $6,636+4.8% | $7,997-13.0% | $4,212+65.2% |
| Admin fee / account holder | $4,179 | $8,568-51.2% | $13,435-68.9% | $7,344-43.1% |