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 | $138,894 | $70,428+97.2% | $96,562+43.8% | $85,850+61.8% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 17.45% | 18.59%-1.1pp | 37.78%-20.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,199 | $1,413+55.6% | $2,356-6.7% | $2,565-14.3% |
| Participant deferral / active EE | $2,613 | $2,894-9.7% | $3,849-32.1% | $3,952-33.9% |
| Admin fee / account holder | $21,063 | $4,997+321.5% | $6,181+240.8% | $6,260+236.5% |