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 | $186,023 | $95,803+94.2% | $113,168+64.4% | $84,808+119.3% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 27.61% | 25.00%+2.6pp | 24.27%+3.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $2,614 | $2,360+10.8% | $2,975-12.1% | $2,631-0.6% |
| Participant deferral / active EE | $5,619 | $4,242+32.5% | $5,107+10.0% | $4,212+33.4% |
| Admin fee / account holder | $43,078 | $8,989+379.2% | $12,068+257.0% | $7,344+486.6% |