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 | $147,804 | $87,013+69.9% | $106,213+39.2% | $80,856+82.8% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.6%+20.2pp |
| Annual return | 13.81% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,202 | $2,395-49.8% | $3,171-62.1% | $2,755-56.4% |
| Participant deferral / active EE | $7,088 | $3,986+77.8% | $5,016+41.3% | $4,296+65.0% |
| Admin fee / account holder | $1,676 | $8,431-80.1% | $11,033-84.8% | $6,918-75.8% |