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 | $180,085 | $81,460+121.1% | $103,333+74.3% | $80,856+122.7% |
| Participation rate | 91.0% | 66.8%+24.2pp | 74.5%+16.5pp | 67.6%+23.4pp |
| Annual return | 10.83% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,202 | $3,105+3.1% | $3,868-17.2% | $2,755+16.2% |
| Participant deferral / active EE | $7,716 | $3,869+99.4% | $5,057+52.6% | $4,296+79.6% |
| Admin fee / account holder | $1,977 | $6,566-69.9% | $8,355-76.3% | $6,918-71.4% |