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 | $186,596 | $80,673+131.3% | $101,326+84.2% | $84,808+120.0% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 16.36% | 38.95%-22.6pp | 36.82%-20.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,478 | $2,698+28.9% | $3,665-5.1% | $2,631+32.2% |
| Participant deferral / active EE | $7,295 | $6,840+6.7% | $7,994-8.7% | $4,212+73.2% |
| Admin fee / account holder | $5,484 | $12,784-57.1% | $11,185-51.0% | $7,344-25.3% |