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 | $179,342 | $86,929+106.3% | $102,423+75.1% | $80,856+121.8% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 15.66% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,073 | $2,369+71.9% | $3,023+34.7% | $2,755+47.8% |
| Participant deferral / active EE | $6,346 | $4,118+54.1% | $5,053+25.6% | $4,296+47.7% |
| Admin fee / account holder | $12,127 | $8,049+50.7% | $9,451+28.3% | $6,918+75.3% |