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 | $164,543 | $49,915+229.6% | $154,803+6.3% | $74,304+121.4% |
| Participation rate | 88.3% | 54.0%+34.4pp | 78.1%+10.3pp | 60.3%+28.0pp |
| Annual return | 13.43% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $231 | $1,611-85.7% | $4,305-94.6% | $2,241-89.7% |
| Participant deferral / active EE | $3,940 | $2,255+74.7% | $5,540-28.9% | $3,767+4.6% |
| Admin fee / account holder | $3,679 | $2,189+68.1% | $14,329-74.3% | $2,969+23.9% |