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 | $158,911 | $109,881+44.6% | $150,045+5.9% | $84,808+87.4% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,399 | $3,561-60.7% | $4,693-70.2% | $2,631-46.8% |
| Participant deferral / active EE | $5,517 | $6,636-16.9% | $7,997-31.0% | $4,212+31.0% |
| Admin fee / account holder | $6,461 | $8,568-24.6% | $13,435-51.9% | $7,344-12.0% |