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 | $180,590 | $77,813+132.1% | $123,544+46.2% | $64,186+181.4% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | 8.73% | 12.48%-3.8pp | 119.20%-110.5pp | 7.63%+1.1pp |
| Employer contribution / active EE | $1,890 | $3,014-37.3% | $4,628-59.2% | $2,381-20.6% |
| Participant deferral / active EE | $3,565 | $5,240-32.0% | $6,426-44.5% | $3,470+2.7% |
| Admin fee / account holder | $2,782 | $5,519-49.6% | $9,284-70.0% | $4,888-43.1% |