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 | $163,600 | $89,753+82.3% | $107,525+52.2% | $84,808+92.9% |
| Participation rate | 75.6% | 68.1%+7.5pp | 75.1%+0.5pp | 68.3%+7.2pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,536 | $3,113+13.6% | $3,754-5.8% | $2,631+34.4% |
| Participant deferral / active EE | $7,696 | $4,056+89.7% | $5,116+50.4% | $4,212+82.7% |
| Admin fee / account holder | $50,334 | $7,222+597.0% | $8,919+464.4% | $7,344+585.4% |