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 | $166,297 | $76,367+117.8% | $93,606+77.7% | $72,985+127.9% |
| Participation rate | 95.5% | 71.7%+23.7pp | 75.8%+19.6pp | 69.5%+26.0pp |
| Annual return | 17.27% | 25.82%-8.5pp | 32.76%-15.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,842 | $2,275+68.9% | $2,718+41.4% | $2,440+57.5% |
| Participant deferral / active EE | $5,500 | $3,538+55.5% | $4,069+35.2% | $3,607+52.5% |
| Admin fee / account holder | $52,019 | $6,838+660.7% | $7,888+559.4% | $5,124+915.1% |