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 | $163,035 | $109,881+48.4% | $150,045+8.7% | $84,808+92.2% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 18.43% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,373 | $3,561-33.4% | $4,693-49.4% | $2,631-9.8% |
| Participant deferral / active EE | $9,681 | $6,636+45.9% | $7,997+21.1% | $4,212+129.9% |
| Admin fee / account holder | $1,579 | $8,568-81.6% | $13,435-88.2% | $7,344-78.5% |