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 | $172,223 | $109,881+56.7% | $150,045+14.8% | $84,808+103.1% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,571 | $3,561-27.8% | $4,693-45.2% | $2,631-2.3% |
| Participant deferral / active EE | $4,494 | $6,636-32.3% | $7,997-43.8% | $4,212+6.7% |
| Admin fee / account holder | $4,390 | $8,568-48.8% | $13,435-67.3% | $7,344-40.2% |