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 | $152,606 | $62,573+143.9% | $85,682+78.1% | $85,850+77.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 12.67% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,474 | $1,757+40.8% | $2,618-5.5% | $2,565-3.6% |
| Participant deferral / active EE | $5,344 | $2,802+90.7% | $3,923+36.2% | $3,952+35.2% |
| Admin fee / account holder | $3,581 | $4,640-22.8% | $6,873-47.9% | $6,260-42.8% |