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 | $171,455 | $109,413+56.7% | $156,263+9.7% | $84,808+102.2% |
| Participation rate | 76.5% | 72.7%+3.8pp | 78.9%-2.4pp | 68.3%+8.2pp |
| Annual return | 15.23% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,201 | $2,907-24.3% | $4,333-49.2% | $2,631-16.4% |
| Participant deferral / active EE | $5,957 | $4,590+29.8% | $6,158-3.3% | $4,212+41.4% |
| Admin fee / account holder | $1,975 | $9,357-78.9% | $14,255-86.1% | $7,344-73.1% |