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 | $179,747 | $81,248+121.2% | $155,509+15.6% | $80,856+122.3% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 12.40% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,157 | $3,100+1.8% | $4,672-32.4% | $2,755+14.6% |
| Participant deferral / active EE | $9,468 | $3,452+174.3% | $5,626+68.3% | $4,296+120.4% |
| Admin fee / account holder | $31,450 | $7,997+293.3% | $15,912+97.7% | $6,918+354.6% |