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 | $176,184 | $116,875+50.7% | $621,730-71.7% | $116,875+50.7% |
| Participation rate | 92.0% | 74.5%+17.5pp | 90.8%+1.2pp | 74.5%+17.5pp |
| Annual return | 15.25% | 16.29%-1.0pp | 10.76%+4.5pp | 16.29%-1.0pp |
| Employer contribution / active EE | $2,701 | $3,288-17.9% | $9,871-72.6% | $3,288-17.9% |
| Participant deferral / active EE | $8,051 | $3,885+107.2% | $6,979+15.4% | $3,885+107.2% |
| Admin fee / account holder | $35,834 | $12,263+192.2% | $66,065-45.8% | $12,263+192.2% |