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 | $158,804 | $81,248+95.5% | $155,509+2.1% | $80,856+96.4% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 23.49% | 33.31%-9.8pp | 64.67%-41.2pp | 35.59%-12.1pp |
| Employer contribution / active EE | $3,721 | $3,100+20.0% | $4,672-20.4% | $2,755+35.1% |
| Participant deferral / active EE | $7,320 | $3,452+112.1% | $5,626+30.1% | $4,296+70.4% |
| Admin fee / account holder | $26,572 | $7,997+232.3% | $15,912+67.0% | $6,918+284.1% |