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 | $178,558 | $109,413+63.2% | $156,263+14.3% | $84,808+110.5% |
| Participation rate | 74.6% | 72.7%+1.9pp | 78.9%-4.3pp | 68.3%+6.3pp |
| Annual return | 18.22% | 20.18%-2.0pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,155 | $2,907+8.5% | $4,333-27.2% | $2,631+19.9% |
| Participant deferral / active EE | $7,878 | $4,590+71.6% | $6,158+27.9% | $4,212+87.1% |
| Admin fee / account holder | $19,558 | $9,357+109.0% | $14,255+37.2% | $7,344+166.3% |