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 | $162,314 | $80,717+101.1% | $154,803+4.9% | $84,808+91.4% |
| Participation rate | 71.2% | 66.8%+4.4pp | 78.1%-6.9pp | 68.3%+2.9pp |
| Annual return | 18.57% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,400 | $2,761+23.1% | $4,305-21.0% | $2,631+29.2% |
| Participant deferral / active EE | $8,401 | $3,303+154.3% | $5,540+51.6% | $4,212+99.5% |
| Admin fee / account holder | $5,074 | $6,746-24.8% | $14,329-64.6% | $7,344-30.9% |