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 | $154,569 | $65,365+136.5% | $92,893+66.4% | $72,985+111.8% |
| Participation rate | 83.8% | 68.3%+15.5pp | 76.0%+7.8pp | 69.5%+14.3pp |
| Annual return | 20.10% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,368 | $2,594+29.8% | $3,653-7.8% | $2,440+38.1% |
| Participant deferral / active EE | $6,380 | $3,128+103.9% | $4,236+50.6% | $3,607+76.9% |
| Admin fee / account holder | $2,272 | $4,251-46.5% | $5,794-60.8% | $5,124-55.7% |