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 | $173,970 | $109,359+59.1% | $162,163+7.3% | $72,985+138.4% |
| Participation rate | 92.6% | 84.3%+8.3pp | 87.6%+5.0pp | 69.5%+23.1pp |
| Annual return | 20.41% | 25.46%-5.0pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,968 | $3,907-49.6% | $5,614-64.9% | $2,440-19.3% |
| Participant deferral / active EE | $6,377 | $5,481+16.3% | $7,298-12.6% | $3,607+76.8% |
| Admin fee / account holder | $7,840 | $7,972-1.7% | $10,843-27.7% | $5,124+53.0% |