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 | $173,484 | $81,460+113.0% | $103,333+67.9% | $80,856+114.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 12.37% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,190 | $3,105-61.7% | $3,868-69.2% | $2,755-56.8% |
| Participant deferral / active EE | $9,567 | $3,869+147.3% | $5,057+89.2% | $4,296+122.7% |
| Admin fee / account holder | $1,776 | $6,566-73.0% | $8,355-78.7% | $6,918-74.3% |