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 | $176,559 | $109,413+61.4% | $156,263+13.0% | $84,808+108.2% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 15.83% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,305 | $2,907-20.7% | $4,333-46.8% | $2,631-12.4% |
| Participant deferral / active EE | $4,909 | $4,590+7.0% | $6,158-20.3% | $4,212+16.6% |
| Admin fee / account holder | $2,850 | $9,357-69.5% | $14,255-80.0% | $7,344-61.2% |