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 | $175,837 | $67,411+160.8% | $91,001+93.2% | $70,131+150.7% |
| Participation rate | 86.8% | 71.4%+15.4pp | 75.6%+11.2pp | 69.5%+17.3pp |
| Annual return | 13.64% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $847 | $1,786-52.6% | $2,456-65.5% | $2,342-63.9% |
| Participant deferral / active EE | $4,157 | $2,823+47.3% | $3,547+17.2% | $3,332+24.8% |
| Admin fee / account holder | $5,275 | $4,236+24.5% | $5,417-2.6% | $4,645+13.5% |