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 | $168,474 | $55,706+202.4% | $75,886+122.0% | $72,985+130.8% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.3%+16.9pp | 69.5%+16.7pp |
| Annual return | 19.31% | 27.59%-8.3pp | 30.76%-11.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,107 | $1,687+24.9% | $2,500-15.7% | $2,440-13.6% |
| Participant deferral / active EE | $4,232 | $2,634+60.7% | $3,603+17.5% | $3,607+17.3% |
| Admin fee / account holder | $4,764 | $3,978+19.8% | $5,418-12.1% | $5,124-7.0% |