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 | $174,000 | $101,724+71.1% | $164,813+5.6% | $80,856+115.2% |
| Participation rate | 82.1% | 71.8%+10.3pp | 78.6%+3.5pp | 67.6%+14.5pp |
| Annual return | 13.18% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,142 | $2,953+6.4% | $4,341-27.6% | $2,755+14.1% |
| Participant deferral / active EE | $10,734 | $4,477+139.7% | $6,031+78.0% | $4,296+149.9% |
| Admin fee / account holder | $12,915 | $8,227+57.0% | $12,690+1.8% | $6,918+86.7% |