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 | $168,911 | $65,376+158.4% | $87,100+93.9% | $65,185+159.1% |
| Participation rate | 82.5% | 75.3%+7.2pp | 76.9%+5.7pp | 70.2%+12.3pp |
| Annual return | 20.16% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,066 | $1,822+13.3% | $2,521-18.1% | $2,177-5.1% |
| Participant deferral / active EE | $7,056 | $3,388+108.2% | $4,049+74.3% | $3,514+100.8% |
| Admin fee / account holder | $7,359 | $520+1315.8% | $7,497-1.8% | $847+768.7% |