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 | $150,973 | $101,724+48.4% | $164,813-8.4% | $80,856+86.7% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.6%+19.9pp |
| Annual return | 13.12% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,287 | $2,953+11.3% | $4,341-24.3% | $2,755+19.3% |
| Participant deferral / active EE | $10,734 | $4,477+139.7% | $6,031+78.0% | $4,296+149.9% |
| Admin fee / account holder | $3,091 | $8,227-62.4% | $12,690-75.6% | $6,918-55.3% |