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 | $177,005 | $94,625+87.1% | $116,228+52.3% | $84,808+108.7% |
| Participation rate | 83.9% | 70.4%+13.5pp | 74.6%+9.4pp | 68.3%+15.6pp |
| Annual return | 17.22% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,549 | $2,347+8.6% | $2,994-14.9% | $2,631-3.1% |
| Participant deferral / active EE | $5,875 | $3,972+47.9% | $4,953+18.6% | $4,212+39.5% |
| Admin fee / account holder | $14,249 | $10,091+41.2% | $11,989+18.8% | $7,344+94.0% |