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 | $188,777 | $74,927+151.9% | $101,794+85.5% | $84,808+122.6% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 13.87% | 18.70%-4.8pp | 30.53%-16.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,762 | $1,522+15.8% | $2,289-23.0% | $2,631-33.0% |
| Participant deferral / active EE | $3,857 | $3,099+24.5% | $4,084-5.6% | $4,212-8.4% |
| Admin fee / account holder | $20,609 | $6,514+216.4% | $8,777+134.8% | $7,344+180.6% |