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 | $183,616 | $74,927+145.1% | $101,794+80.4% | $84,808+116.5% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.2%+14.1pp | 68.3%+15.0pp |
| Annual return | 12.98% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,574 | $1,522+3.4% | $2,289-31.2% | $2,631-40.2% |
| Participant deferral / active EE | $5,661 | $3,099+82.7% | $4,084+38.6% | $4,212+34.4% |
| Admin fee / account holder | $15,085 | $6,514+131.6% | $8,777+71.9% | $7,344+105.4% |