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 | $178,858 | $95,803+86.7% | $113,168+58.0% | $84,808+110.9% |
| Participation rate | 88.4% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.1pp |
| Annual return | 12.50% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,590 | $2,360-32.6% | $2,975-46.6% | $2,631-39.6% |
| Participant deferral / active EE | $3,526 | $4,242-16.9% | $5,107-31.0% | $4,212-16.3% |
| Admin fee / account holder | $3,612 | $8,989-59.8% | $12,068-70.1% | $7,344-50.8% |