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 | $185,600 | $109,413+69.6% | $156,263+18.8% | $84,808+118.8% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 14.94% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,458 | $2,907+19.0% | $4,333-20.2% | $2,631+31.4% |
| Participant deferral / active EE | $9,966 | $4,590+117.1% | $6,158+61.8% | $4,212+136.6% |
| Admin fee / account holder | $6,794 | $9,357-27.4% | $14,255-52.3% | $7,344-7.5% |