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 | $179,900 | $64,480+179.0% | $81,382+121.1% | $80,856+122.5% |
| Participation rate | 90.2% | 63.9%+26.3pp | 69.5%+20.7pp | 67.6%+22.5pp |
| Annual return | 10.83% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,688 | $1,978+35.8% | $2,463+9.1% | $2,755-2.4% |
| Participant deferral / active EE | $9,057 | $3,094+192.8% | $3,883+133.3% | $4,296+110.8% |
| Admin fee / account holder | $22,466 | $5,671+296.2% | $5,768+289.5% | $6,918+224.8% |