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 | $166,186 | $72,492+129.2% | $87,100+90.8% | $72,985+127.7% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 18.94% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,441 | $1,894+28.9% | $2,521-3.2% | $2,440+0.1% |
| Participant deferral / active EE | $6,495 | $3,270+98.6% | $4,049+60.4% | $3,607+80.0% |
| Admin fee / account holder | $16,240 | $5,055+221.3% | $7,497+116.6% | $5,124+216.9% |