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 | $175,170 | $92,985+88.4% | $153,485+14.1% | $80,856+116.6% |
| Participation rate | 80.0% | 69.0%+11.0pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 15.03% | 19.95%-4.9pp | 15.65%-0.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,295 | $3,507-6.0% | $5,039-34.6% | $2,755+19.6% |
| Participant deferral / active EE | $9,348 | $5,178+80.5% | $6,757+38.3% | $4,296+117.6% |
| Admin fee / account holder | $6,005 | $8,880-32.4% | $12,724-52.8% | $6,918-13.2% |