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 | $181,851 | $74,927+142.7% | $101,794+78.6% | $84,808+114.4% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.2%+3.3pp | 68.3%+4.2pp |
| Annual return | 14.83% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,528 | $1,522+66.1% | $2,289+10.4% | $2,631-3.9% |
| Participant deferral / active EE | $5,712 | $3,099+84.3% | $4,084+39.9% | $4,212+35.6% |
| Admin fee / account holder | $4,165 | $6,514-36.1% | $8,777-52.6% | $7,344-43.3% |