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 | $179,016 | $76,552+133.9% | $123,892+44.5% | $62,891+184.6% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $5,577 | $2,883+93.5% | $4,617+20.8% | $2,281+144.5% |
| Participant deferral / active EE | $8,394 | $4,840+73.4% | $5,984+40.3% | $3,203+162.1% |
| Admin fee / account holder | $2,422 | $4,826-49.8% | $8,357-71.0% | $4,296-43.6% |