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 | $148,851 | $101,724+46.3% | $164,813-9.7% | $80,856+84.1% |
| Participation rate | 97.5% | 71.8%+25.6pp | 78.6%+18.9pp | 67.6%+29.8pp |
| Annual return | 17.13% | 16.72%+0.4pp | 69.93%-52.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,844 | $2,953-3.7% | $4,341-34.5% | $2,755+3.2% |
| Participant deferral / active EE | $3,065 | $4,477-31.5% | $6,031-49.2% | $4,296-28.7% |
| Admin fee / account holder | $7,929 | $8,227-3.6% | $12,690-37.5% | $6,918+14.6% |