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 | $185,801 | $80,717+130.2% | $154,803+20.0% | $84,808+119.1% |
| Participation rate | 84.6% | 66.8%+17.8pp | 78.1%+6.5pp | 68.3%+16.3pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $9,500 | $2,761+244.0% | $4,305+120.6% | $2,631+261.1% |
| Participant deferral / active EE | $5,948 | $3,303+80.1% | $5,540+7.4% | $4,212+41.2% |
| Admin fee / account holder | $12,723 | $6,746+88.6% | $14,329-11.2% | $7,344+73.3% |