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 | $153,649 | $89,753+71.2% | $107,525+42.9% | $84,808+81.2% |
| Participation rate | 95.7% | 68.1%+27.7pp | 75.1%+20.7pp | 68.3%+27.4pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $9,372 | $3,113+201.0% | $3,754+149.7% | $2,631+256.2% |
| Participant deferral / active EE | $7,218 | $4,056+78.0% | $5,116+41.1% | $4,212+71.4% |
| Admin fee / account holder | $5,445 | $7,222-24.6% | $8,919-38.9% | $7,344-25.9% |