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 | $178,717 | $83,477+114.1% | $125,175+42.8% | $72,985+144.9% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.5%+14.5pp |
| Annual return | 19.76% | 25.78%-6.0pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,356 | $2,345+0.5% | $3,865-39.0% | $2,440-3.4% |
| Participant deferral / active EE | $5,586 | $3,585+55.8% | $4,937+13.1% | $3,607+54.8% |
| Admin fee / account holder | $2,534 | $5,517-54.1% | $9,702-73.9% | $5,124-50.5% |