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 | $173,259 | $86,929+99.3% | $102,423+69.2% | $80,856+114.3% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 13.17% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,481 | $2,369-37.5% | $3,023-51.0% | $2,755-46.2% |
| Participant deferral / active EE | $7,641 | $4,118+85.5% | $5,053+51.2% | $4,296+77.9% |
| Admin fee / account holder | $24,769 | $8,049+207.7% | $9,451+162.1% | $6,918+258.0% |