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 | $175,828 | $89,753+95.9% | $107,525+63.5% | $84,808+107.3% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 14.66% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,365 | $3,113-24.0% | $3,754-37.0% | $2,631-10.1% |
| Participant deferral / active EE | $3,332 | $4,056-17.9% | $5,116-34.9% | $4,212-20.9% |
| Admin fee / account holder | $1,908 | $7,222-73.6% | $8,919-78.6% | $7,344-74.0% |