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 | $168,998 | $87,733+92.6% | $106,548+58.6% | $85,850+96.9% |
| Participation rate | 87.5% | 71.9%+15.6pp | 76.1%+11.4pp | 69.3%+18.2pp |
| Annual return | 12.11% | 21.86%-9.7pp | 26.80%-14.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,502 | $2,073+20.7% | $2,819-11.2% | $2,565-2.5% |
| Participant deferral / active EE | $7,070 | $3,469+103.8% | $4,398+60.8% | $3,952+78.9% |
| Admin fee / account holder | $4,465 | $6,767-34.0% | $7,407-39.7% | $6,260-28.7% |