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 | $168,806 | $81,460+107.2% | $103,333+63.4% | $80,856+108.8% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 17.65% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,319 | $3,105-25.3% | $3,868-40.0% | $2,755-15.8% |
| Participant deferral / active EE | $5,620 | $3,869+45.3% | $5,057+11.1% | $4,296+30.8% |
| Admin fee / account holder | $26,420 | $6,566+302.4% | $8,355+216.2% | $6,918+281.9% |