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 | $187,443 | $92,985+101.6% | $153,485+22.1% | $80,856+131.8% |
| Participation rate | 80.0% | 69.0%+11.0pp | 77.1%+2.9pp | 67.6%+12.4pp |
| Annual return | 12.05% | 19.95%-7.9pp | 15.65%-3.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,239 | $3,507-64.7% | $5,039-75.4% | $2,755-55.0% |
| Participant deferral / active EE | $4,680 | $5,178-9.6% | $6,757-30.7% | $4,296+9.0% |
| Admin fee / account holder | $4,000 | $8,880-55.0% | $12,724-68.6% | $6,918-42.2% |