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 | $169,950 | $95,803+77.4% | $113,168+50.2% | $84,808+100.4% |
| Participation rate | 84.4% | 72.9%+11.5pp | 76.6%+7.8pp | 68.3%+16.1pp |
| Annual return | 15.95% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,887 | $2,360-20.0% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $4,312 | $4,242+1.6% | $5,107-15.6% | $4,212+2.4% |
| Admin fee / account holder | $36,556 | $8,989+306.7% | $12,068+202.9% | $7,344+397.8% |