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 | $171,983 | $60,022+186.5% | $88,946+93.4% | $84,808+102.8% |
| Participation rate | 83.9% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.6pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,314 | $1,703+35.9% | $2,555-9.4% | $2,631-12.0% |
| Participant deferral / active EE | $4,542 | $3,114+45.9% | $4,581-0.9% | $4,212+7.9% |
| Admin fee / account holder | $13,686 | $4,811+184.5% | $8,261+65.7% | $7,344+86.4% |