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 | $173,691 | $81,460+113.2% | $103,333+68.1% | $80,856+114.8% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 11.14% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $3,868-68.8% | $2,755-56.3% |
| Participant deferral / active EE | $4,876 | $3,869+26.0% | $5,057-3.6% | $4,296+13.5% |
| Admin fee / account holder | $2,458 | $6,566-62.6% | $8,355-70.6% | $6,918-64.5% |