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 | $188,610 | $80,968+132.9% | $96,544+95.4% | $75,163+150.9% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 17.46% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,467 | $2,282-35.7% | $2,965-50.5% | $2,670-45.1% |
| Participant deferral / active EE | $7,244 | $3,928+84.4% | $4,851+49.3% | $4,125+75.6% |
| Admin fee / account holder | $21,364 | $6,724+217.7% | $8,252+158.9% | $5,651+278.1% |