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 | $180,325 | $95,803+88.2% | $113,168+59.3% | $84,808+112.6% |
| Participation rate | 77.3% | 72.9%+4.4pp | 76.6%+0.7pp | 68.3%+9.0pp |
| Annual return | 15.92% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,198 | $2,360-6.9% | $2,975-26.1% | $2,631-16.5% |
| Participant deferral / active EE | $7,238 | $4,242+70.6% | $5,107+41.7% | $4,212+71.9% |
| Admin fee / account holder | $9,219 | $8,989+2.6% | $12,068-23.6% | $7,344+25.5% |