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 | $179,828 | $101,724+76.8% | $164,813+9.1% | $80,856+122.4% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 11.95% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $940 | $2,953-68.2% | $4,341-78.3% | $2,755-65.9% |
| Participant deferral / active EE | $9,651 | $4,477+115.6% | $6,031+60.0% | $4,296+124.7% |
| Admin fee / account holder | $3,469 | $8,227-57.8% | $12,690-72.7% | $6,918-49.9% |