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 | $147,267 | $81,460+80.8% | $103,333+42.5% | $80,856+82.1% |
| Participation rate | 79.2% | 66.8%+12.3pp | 74.5%+4.7pp | 67.6%+11.5pp |
| Annual return | 10.79% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,150 | $3,105-30.8% | $3,868-44.4% | $2,755-22.0% |
| Participant deferral / active EE | $5,947 | $3,869+53.7% | $5,057+17.6% | $4,296+38.4% |
| Admin fee / account holder | $9,401 | $6,566+43.2% | $8,355+12.5% | $6,918+35.9% |