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 | $174,226 | $87,733+98.6% | $106,548+63.5% | $85,850+102.9% |
| Participation rate | 94.6% | 71.9%+22.6pp | 76.1%+18.4pp | 69.3%+25.3pp |
| Annual return | 13.25% | 21.86%-8.6pp | 26.80%-13.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,282 | $2,073+10.1% | $2,819-19.1% | $2,565-11.0% |
| Participant deferral / active EE | $5,475 | $3,469+57.8% | $4,398+24.5% | $3,952+38.5% |
| Admin fee / account holder | $8,168 | $6,767+20.7% | $7,407+10.3% | $6,260+30.5% |