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 | $166,717 | $67,606+146.6% | $82,313+102.5% | $70,131+137.7% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 18.23% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,537 | $1,755-12.4% | $2,428-36.7% | $2,342-34.4% |
| Participant deferral / active EE | $4,423 | $2,987+48.1% | $3,706+19.4% | $3,332+32.8% |
| Admin fee / account holder | $25,016 | $4,512+454.4% | $5,608+346.1% | $4,645+438.5% |