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 | $172,239 | $80,717+113.4% | $154,803+11.3% | $84,808+103.1% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,526 | $2,761-8.5% | $4,305-41.3% | $2,631-4.0% |
| Participant deferral / active EE | $5,822 | $3,303+76.2% | $5,540+5.1% | $4,212+38.2% |
| Admin fee / account holder | $39,673 | $6,746+488.1% | $14,329+176.9% | $7,344+440.2% |