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 | $181,124 | $81,460+122.3% | $103,333+75.3% | $80,856+124.0% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 12.20% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,622 | $3,105+48.8% | $3,868+19.5% | $2,755+67.8% |
| Participant deferral / active EE | $4,875 | $3,869+26.0% | $5,057-3.6% | $4,296+13.5% |
| Admin fee / account holder | $1,987 | $6,566-69.7% | $8,355-76.2% | $6,918-71.3% |