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 | $166,962 | $53,596+211.5% | $90,645+84.2% | $64,186+160.1% |
| Participation rate | 92.2% | 64.5%+27.7pp | 74.0%+18.2pp | 69.6%+22.6pp |
| Annual return | 10.87% | 4.41%+6.5pp | 1.88%+9.0pp | 7.63%+3.2pp |
| Employer contribution / active EE | $3,087 | $1,503+105.4% | $2,532+21.9% | $2,381+29.7% |
| Participant deferral / active EE | $7,324 | $2,459+197.9% | $3,425+113.9% | $3,470+111.1% |
| Admin fee / account holder | $6,027 | $3,868+55.8% | $4,994+20.7% | $4,888+23.3% |