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 | $182,399 | $101,724+79.3% | $164,813+10.7% | $80,856+125.6% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 13.69% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,734 | $2,953+94.1% | $4,341+32.1% | $2,755+108.1% |
| Participant deferral / active EE | $4,344 | $4,477-3.0% | $6,031-28.0% | $4,296+1.1% |
| Admin fee / account holder | $2,516 | $8,227-69.4% | $12,690-80.2% | $6,918-63.6% |