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 | $182,515 | $109,359+66.9% | $162,163+12.6% | $72,985+150.1% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 26.70% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $4,792 | $3,907+22.6% | $5,614-14.6% | $2,440+96.4% |
| Participant deferral / active EE | $7,562 | $5,481+38.0% | $7,298+3.6% | $3,607+109.6% |
| Admin fee / account holder | $3,551 | $7,972-55.5% | $10,843-67.3% | $5,124-30.7% |