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 | $168,116 | $58,512+187.3% | $84,015+100.1% | $72,985+130.3% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 69.5%+10.0pp |
| Annual return | 22.91% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,844 | $1,163+144.6% | $1,983+43.4% | $2,440+16.6% |
| Participant deferral / active EE | $7,208 | $2,394+201.1% | $3,239+122.6% | $3,607+99.8% |
| Admin fee / account holder | $5,204 | $4,569+13.9% | $6,101-14.7% | $5,124+1.6% |