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 | $158,535 | $67,411+135.2% | $91,001+74.2% | $70,131+126.1% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 14.12% | -40.16%+54.3pp | 4.60%+9.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,338 | $1,786+30.9% | $2,456-4.8% | $2,342-0.2% |
| Participant deferral / active EE | $5,789 | $2,823+105.1% | $3,547+63.2% | $3,332+73.8% |
| Admin fee / account holder | $11,826 | $4,236+179.2% | $5,417+118.3% | $4,645+154.6% |