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 | $177,080 | $86,929+103.7% | $102,423+72.9% | $80,856+119.0% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,284 | $2,369+38.6% | $3,023+8.6% | $2,755+19.2% |
| Participant deferral / active EE | $8,690 | $4,118+111.0% | $5,053+72.0% | $4,296+102.3% |
| Admin fee / account holder | $28,789 | $8,049+257.7% | $9,451+204.6% | $6,918+316.1% |