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 | $180,073 | $98,750+82.4% | $149,696+20.3% | $79,858+125.5% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,206 | $3,216-31.4% | $4,644-52.5% | $2,471-10.7% |
| Participant deferral / active EE | $6,579 | $5,680+15.8% | $6,842-3.8% | $3,740+75.9% |
| Admin fee / account holder | $5,273 | $6,053-12.9% | $9,309-43.4% | $5,306-0.6% |