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 | $172,896 | $92,985+85.9% | $153,485+12.6% | $80,856+113.8% |
| Participation rate | 75.5% | 69.0%+6.5pp | 77.1%-1.6pp | 67.6%+7.8pp |
| Annual return | 11.24% | 19.95%-8.7pp | 15.65%-4.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,174 | $3,507-38.0% | $5,039-56.8% | $2,755-21.1% |
| Participant deferral / active EE | $4,019 | $5,178-22.4% | $6,757-40.5% | $4,296-6.4% |
| Admin fee / account holder | $23,606 | $8,880+165.8% | $12,724+85.5% | $6,918+241.2% |