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 | $174,022 | $117,841+47.7% | $102,423+69.9% | $145,922+19.3% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 14.86% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,333 | $3,615+47.5% | $3,023+76.4% | $4,660+14.5% |
| Participant deferral / active EE | $7,057 | $5,731+23.1% | $5,053+39.7% | $6,688+5.5% |
| Admin fee / account holder | $7,057 | $13,326-47.0% | $9,451-25.3% | $13,397-47.3% |