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 | $181,122 | $86,929+108.4% | $102,423+76.8% | $80,856+124.0% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 16.55% | 18.88%-2.3pp | 29.32%-12.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,045 | $2,369+28.5% | $3,023+0.7% | $2,755+10.5% |
| Participant deferral / active EE | $6,218 | $4,118+51.0% | $5,053+23.0% | $4,296+44.7% |
| Admin fee / account holder | $48,330 | $8,049+500.5% | $9,451+411.4% | $6,918+598.6% |