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 | $155,098 | $80,717+92.2% | $154,803+0.2% | $84,808+82.9% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.6pp | 68.3%+29.4pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,502 | $2,761-9.4% | $4,305-41.9% | $2,631-4.9% |
| Participant deferral / active EE | $6,772 | $3,303+105.0% | $5,540+22.2% | $4,212+60.8% |
| Admin fee / account holder | $929 | $6,746-86.2% | $14,329-93.5% | $7,344-87.4% |