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 | $167,199 | $81,460+105.3% | $103,333+61.8% | $80,856+106.8% |
| Participation rate | 90.6% | 66.8%+23.7pp | 74.5%+16.1pp | 67.6%+22.9pp |
| Annual return | 14.64% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,813 | $3,105+22.8% | $3,868-1.4% | $2,755+38.4% |
| Participant deferral / active EE | $7,747 | $3,869+100.3% | $5,057+53.2% | $4,296+80.3% |
| Admin fee / account holder | $31,766 | $6,566+383.8% | $8,355+280.2% | $6,918+359.2% |