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 | $179,126 | $72,492+147.1% | $87,100+105.7% | $72,985+145.4% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 24.06% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,334 | $1,894+76.0% | $2,521+32.2% | $2,440+36.6% |
| Participant deferral / active EE | $3,890 | $3,270+19.0% | $4,049-3.9% | $3,607+7.8% |
| Admin fee / account holder | $8,561 | $5,055+69.4% | $7,497+14.2% | $5,124+67.1% |