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 | $188,809 | $109,881+71.8% | $150,045+25.8% | $84,808+122.6% |
| Participation rate | 78.2% | 76.1%+2.1pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 16.03% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,515 | $3,561+26.8% | $4,693-3.8% | $2,631+71.6% |
| Participant deferral / active EE | $7,841 | $6,636+18.2% | $7,997-1.9% | $4,212+86.2% |
| Admin fee / account holder | $66,253 | $8,568+673.3% | $13,435+393.1% | $7,344+802.2% |