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 | $174,766 | $86,929+101.0% | $102,423+70.6% | $80,856+116.1% |
| Participation rate | 79.3% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.7pp |
| Annual return | 16.02% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,399 | $2,369-40.9% | $3,023-53.7% | $2,755-49.2% |
| Participant deferral / active EE | $4,654 | $4,118+13.0% | $5,053-7.9% | $4,296+8.3% |
| Admin fee / account holder | $37,262 | $8,049+362.9% | $9,451+294.3% | $6,918+438.6% |