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 | $179,953 | $54,705+229.0% | $71,209+152.7% | $84,808+112.2% |
| Participation rate | 73.9% | 64.1%+9.8pp | 73.8%+0.2pp | 68.3%+5.6pp |
| Annual return | 13.54% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,140 | $2,158+184.5% | $2,721+125.6% | $2,631+133.4% |
| Participant deferral / active EE | $4,289 | $3,030+41.5% | $4,175+2.7% | $4,212+1.8% |
| Admin fee / account holder | $2,909 | $4,863-40.2% | $5,349-45.6% | $7,344-60.4% |