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 | $182,132 | $109,881+65.8% | $150,045+21.4% | $84,808+114.8% |
| Participation rate | 86.1% | 76.1%+10.0pp | 82.3%+3.8pp | 68.3%+17.8pp |
| Annual return | 23.76% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,702 | $3,561-24.1% | $4,693-42.4% | $2,631+2.7% |
| Participant deferral / active EE | $8,064 | $6,636+21.5% | $7,997+0.8% | $4,212+91.5% |
| Admin fee / account holder | $2,291 | $8,568-73.3% | $13,435-82.9% | $7,344-68.8% |