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 | $155,100 | $148,978+4.1% | $200,582-22.7% | $84,808+82.9% |
| Participation rate | 86.5% | 84.2%+2.3pp | 86.9%-0.3pp | 68.3%+18.2pp |
| Annual return | 15.36% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,349 | $4,815-51.2% | $6,419-63.4% | $2,631-10.7% |
| Participant deferral / active EE | $8,133 | $7,142+13.9% | $9,331-12.8% | $4,212+93.1% |
| Admin fee / account holder | $8,695 | $13,977-37.8% | $16,305-46.7% | $7,344+18.4% |