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 | $163,087 | $101,724+60.3% | $164,813-1.0% | $80,856+101.7% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.6%+16.7pp |
| Annual return | 22.31% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $2,439 | $2,953-17.4% | $4,341-43.8% | $2,755-11.5% |
| Participant deferral / active EE | $3,208 | $4,477-28.3% | $6,031-46.8% | $4,296-25.3% |
| Admin fee / account holder | $29,046 | $8,227+253.0% | $12,690+128.9% | $6,918+319.9% |