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 | $163,800 | $138,347+18.4% | $184,203-11.1% | $80,856+102.6% |
| Participation rate | 95.6% | 83.9%+11.7pp | 86.8%+8.7pp | 67.6%+27.9pp |
| Annual return | 11.67% | 20.02%-8.4pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,572 | $4,850-67.6% | $6,427-75.5% | $2,755-42.9% |
| Participant deferral / active EE | $6,648 | $7,071-6.0% | $9,131-27.2% | $4,296+54.8% |
| Admin fee / account holder | $51,134 | $10,483+387.8% | $13,901+267.8% | $6,918+639.1% |