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 | $185,616 | $72,492+156.1% | $87,100+113.1% | $72,985+154.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 16.54% | 24.46%-7.9pp | 28.19%-11.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,452 | $1,894+29.5% | $2,521-2.8% | $2,440+0.5% |
| Participant deferral / active EE | $4,280 | $3,270+30.9% | $4,049+5.7% | $3,607+18.6% |
| Admin fee / account holder | $26,452 | $5,055+423.3% | $7,497+252.8% | $5,124+416.2% |