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 | $159,273 | $109,881+45.0% | $150,045+6.1% | $84,808+87.8% |
| Participation rate | 87.8% | 76.1%+11.7pp | 82.3%+5.5pp | 68.3%+19.5pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,999 | $3,561+96.5% | $4,693+49.1% | $2,631+166.0% |
| Participant deferral / active EE | $8,523 | $6,636+28.4% | $7,997+6.6% | $4,212+102.4% |
| Admin fee / account holder | $5,106 | $8,568-40.4% | $13,435-62.0% | $7,344-30.5% |