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 | $188,066 | $64,839+190.0% | $95,585+96.8% | $84,808+121.8% |
| Participation rate | 74.5% | 63.8%+10.7pp | 72.1%+2.5pp | 68.3%+6.2pp |
| Annual return | 15.68% | -670.96%+686.6pp | 38.56%-22.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,173 | $1,759-33.3% | $2,527-53.6% | $2,631-55.4% |
| Participant deferral / active EE | $5,143 | $2,965+73.5% | $4,023+27.9% | $4,212+22.1% |
| Admin fee / account holder | $4,389 | $5,964-26.4% | $6,127-28.4% | $7,344-40.2% |