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 | $164,494 | $60,349+172.6% | $74,183+121.7% | $62,891+161.6% |
| Participation rate | 77.6% | 72.7%+4.9pp | 76.6%+1.0pp | 69.3%+8.3pp |
| Annual return | 5.74% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,295 | $1,680+155.6% | $2,370+81.2% | $2,281+88.3% |
| Participant deferral / active EE | $5,819 | $2,856+103.7% | $3,550+63.9% | $3,203+81.7% |
| Admin fee / account holder | $5,758 | $4,261+35.1% | $5,586+3.1% | $4,296+34.1% |