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 | $184,259 | $63,764+189.0% | $81,930+124.9% | $79,858+130.7% |
| Participation rate | 88.6% | 67.5%+21.1pp | 72.0%+16.6pp | 69.6%+19.0pp |
| Annual return | 10.61% | 22.66%-12.1pp | 29.49%-18.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,581 | $1,795+210.8% | $4,310+29.5% | $2,471+125.9% |
| Participant deferral / active EE | $4,128 | $2,780+48.5% | $7,107-41.9% | $3,740+10.4% |
| Admin fee / account holder | $27,348 | $4,426+517.8% | $5,158+430.2% | $5,306+415.4% |