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 | $181,876 | $95,803+89.8% | $113,168+60.7% | $84,808+114.5% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,921 | $2,360-18.6% | $2,975-35.4% | $2,631-27.0% |
| Participant deferral / active EE | $4,917 | $4,242+15.9% | $5,107-3.7% | $4,212+16.8% |
| Admin fee / account holder | $5,270 | $8,989-41.4% | $12,068-56.3% | $7,344-28.2% |