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 | $180,870 | $77,503+133.4% | $100,391+80.2% | $80,856+123.7% |
| Participation rate | 94.8% | 76.9%+17.9pp | 81.5%+13.3pp | 67.6%+27.2pp |
| Annual return | 17.14% | 37.20%-20.1pp | 49.20%-32.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,948 | $2,801-30.4% | $3,942-50.6% | $2,755-29.3% |
| Participant deferral / active EE | $5,892 | $6,820-13.6% | $8,082-27.1% | $4,296+37.1% |
| Admin fee / account holder | $19,039 | $5,897+222.9% | $7,899+141.0% | $6,918+175.2% |