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 | $179,036 | $101,724+76.0% | $164,813+8.6% | $80,856+121.4% |
| Participation rate | 76.4% | 71.8%+4.5pp | 78.6%-2.2pp | 67.6%+8.7pp |
| Annual return | 10.63% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,729 | $2,953+26.2% | $4,341-14.1% | $2,755+35.4% |
| Participant deferral / active EE | $9,386 | $4,477+109.6% | $6,031+55.6% | $4,296+118.5% |
| Admin fee / account holder | $37,678 | $8,227+358.0% | $12,690+196.9% | $6,918+444.6% |