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 | $174,534 | $63,764+173.7% | $81,930+113.0% | $79,858+118.6% |
| Participation rate | 84.8% | 67.5%+17.3pp | 72.0%+12.9pp | 69.6%+15.2pp |
| Annual return | 17.27% | 22.66%-5.4pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,775 | $1,795+54.6% | $4,310-35.6% | $2,471+12.3% |
| Participant deferral / active EE | $7,538 | $2,780+171.1% | $7,107+6.1% | $3,740+101.5% |
| Admin fee / account holder | $9,995 | $4,426+125.8% | $5,158+93.8% | $5,306+88.4% |