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 7-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 | $168,853 | $86,929+94.2% | $102,423+64.9% | $80,856+108.8% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,962 | $2,369-17.2% | $3,023-35.1% | $2,755-28.8% |
| Participant deferral / active EE | $5,128 | $4,118+24.5% | $5,053+1.5% | $4,296+19.4% |
| Admin fee / account holder | $25,109 | $8,049+211.9% | $9,451+165.7% | $6,918+262.9% |