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 | $154,269 | $60,892+153.3% | $82,389+87.2% | $84,808+81.9% |
| Participation rate | 90.5% | 63.3%+27.3pp | 69.5%+21.0pp | 68.3%+22.2pp |
| Annual return | 15.64% | 37.29%-21.7pp | 28.67%-13.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,048 | $1,779+71.3% | $2,517+21.1% | $2,631+15.8% |
| Participant deferral / active EE | $5,860 | $3,179+84.4% | $4,155+41.1% | $4,212+39.1% |
| Admin fee / account holder | $3,917 | $5,467-28.4% | $7,231-45.8% | $7,344-46.7% |