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 | $188,887 | $68,719+174.9% | $91,541+106.3% | $84,808+122.7% |
| Participation rate | 71.4% | 64.5%+6.9pp | 69.8%+1.7pp | 68.3%+3.1pp |
| Annual return | 15.91% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,520 | $1,920+31.3% | $2,505+0.6% | $2,631-4.2% |
| Participant deferral / active EE | $5,282 | $3,136+68.4% | $4,008+31.8% | $4,212+25.4% |
| Admin fee / account holder | $42,263 | $5,786+630.4% | $6,956+507.5% | $7,344+475.5% |