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 | $160,196 | $109,881+45.8% | $150,045+6.8% | $84,808+88.9% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 17.68% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,690 | $3,561+31.7% | $4,693-0.1% | $2,631+78.3% |
| Participant deferral / active EE | $12,788 | $6,636+92.7% | $7,997+59.9% | $4,212+203.6% |
| Admin fee / account holder | $9,073 | $8,568+5.9% | $13,435-32.5% | $7,344+23.6% |