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 | $157,131 | $117,841+33.3% | $102,423+53.4% | $145,922+7.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 13.23% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,283 | $3,615-64.5% | $3,023-57.6% | $4,660-72.5% |
| Participant deferral / active EE | $9,447 | $5,731+64.9% | $5,053+87.0% | $6,688+41.3% |
| Admin fee / account holder | $3,105 | $13,326-76.7% | $9,451-67.1% | $13,397-76.8% |