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 | $170,192 | $81,248+109.5% | $155,509+9.4% | $80,856+110.5% |
| Participation rate | 87.0% | 66.2%+20.8pp | 78.2%+8.9pp | 67.6%+19.4pp |
| Annual return | 16.66% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,727 | $3,100-44.3% | $4,672-63.0% | $2,755-37.3% |
| Participant deferral / active EE | $6,762 | $3,452+95.9% | $5,626+20.2% | $4,296+57.4% |
| Admin fee / account holder | $12,065 | $7,997+50.9% | $15,912-24.2% | $6,918+74.4% |