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 | $231,161 | $90,503+155.4% | $78,689+193.8% | $273,961-15.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 5.96% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,340 | $3,176+68.1% | $2,851+87.3% | $4,869+9.7% |
| Participant deferral / active EE | $6,409 | $3,901+64.3% | $3,517+82.2% | $5,287+21.2% |
| Admin fee / account holder | $3,391 | $5,263-35.6% | $4,510-24.8% | $10,132-66.5% |