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 | $168,206 | $68,719+144.8% | $91,541+83.8% | $84,808+98.3% |
| Participation rate | 72.4% | 64.5%+7.9pp | 69.8%+2.6pp | 68.3%+4.1pp |
| Annual return | 20.48% | 19.12%+1.4pp | 20.50%0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,471 | $1,920+28.7% | $2,505-1.3% | $2,631-6.1% |
| Participant deferral / active EE | $5,777 | $3,136+84.2% | $4,008+44.2% | $4,212+37.2% |
| Admin fee / account holder | $16,529 | $5,786+185.6% | $6,956+137.6% | $7,344+125.1% |