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 | $227,179 | $95,803+137.1% | $113,168+100.7% | $84,808+167.9% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.06% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,284 | $2,360-45.6% | $2,975-56.9% | $2,631-51.2% |
| Participant deferral / active EE | $3,898 | $4,242-8.1% | $5,107-23.7% | $4,212-7.5% |
| Admin fee / account holder | $28,339 | $8,989+215.3% | $12,068+134.8% | $7,344+285.9% |