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 | $154,069 | $86,286+78.6% | $111,297+38.4% | $85,850+79.5% |
| Participation rate | 94.8% | 73.3%+21.5pp | 77.3%+17.5pp | 69.3%+25.5pp |
| Annual return | 11.16% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,895 | $2,043+41.7% | $2,731+6.0% | $2,565+12.9% |
| Participant deferral / active EE | $4,715 | $3,641+29.5% | $4,487+5.1% | $3,952+19.3% |
| Admin fee / account holder | $9,912 | $8,188+21.1% | $7,964+24.5% | $6,260+58.3% |