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 | $156,290 | $63,764+145.1% | $81,930+90.8% | $79,858+95.7% |
| Participation rate | 96.3% | 67.5%+28.8pp | 72.0%+24.3pp | 69.6%+26.7pp |
| Annual return | 15.08% | 22.66%-7.6pp | 29.49%-14.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,960 | $1,795+120.6% | $4,310-8.1% | $2,471+60.3% |
| Participant deferral / active EE | $3,474 | $2,780+24.9% | $7,107-51.1% | $3,740-7.1% |
| Admin fee / account holder | $2,510 | $4,426-43.3% | $5,158-51.3% | $5,306-52.7% |