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 | $172,418 | $72,277+138.6% | $101,248+70.3% | $79,858+115.9% |
| Participation rate | 72.0% | 68.5%+3.5pp | 75.8%-3.8pp | 69.6%+2.4pp |
| Annual return | 11.48% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,429 | $2,692+27.4% | $3,660-6.3% | $2,471+38.8% |
| Participant deferral / active EE | $1,836 | $3,282-44.0% | $4,370-58.0% | $3,740-50.9% |
| Admin fee / account holder | $16,137 | $4,400+266.7% | $5,945+171.4% | $5,306+204.1% |