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 | $178,553 | $79,449+124.7% | $189,557-5.8% | $85,850+108.0% |
| Participation rate | 84.0% | 66.0%+18.0pp | 78.4%+5.6pp | 69.3%+14.7pp |
| Annual return | 12.73% | 18.45%-5.7pp | 64.17%-51.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $4,061 | $2,081+95.1% | $4,412-8.0% | $2,565+58.3% |
| Participant deferral / active EE | $4,896 | $4,051+20.9% | $6,174-20.7% | $3,952+23.9% |
| Admin fee / account holder | $2,106 | $5,377-60.8% | $9,807-78.5% | $6,260-66.4% |