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 | $176,556 | $123,793+42.6% | $177,821-0.7% | $79,858+121.1% |
| Participation rate | 94.9% | 84.7%+10.3pp | 87.7%+7.2pp | 69.6%+25.3pp |
| Annual return | 18.63% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,342 | $4,095-42.8% | $5,918-60.4% | $2,471-5.2% |
| Participant deferral / active EE | $3,857 | $5,956-35.2% | $7,714-50.0% | $3,740+3.1% |
| Admin fee / account holder | $23,099 | $7,243+218.9% | $12,427+85.9% | $5,306+335.3% |