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 | $183,023 | $81,460+124.7% | $103,333+77.1% | $80,856+126.4% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 10.90% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,004 | $3,105-67.7% | $3,868-74.0% | $2,755-63.5% |
| Participant deferral / active EE | $12,126 | $3,869+213.4% | $5,057+139.8% | $4,296+182.3% |
| Admin fee / account holder | $9,378 | $6,566+42.8% | $8,355+12.2% | $6,918+35.6% |