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 | $147,163 | $76,367+92.7% | $93,606+57.2% | $72,985+101.6% |
| Participation rate | 92.1% | 71.7%+20.4pp | 75.8%+16.3pp | 69.5%+22.6pp |
| Annual return | 18.82% | 25.82%-7.0pp | 32.76%-13.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,549 | $2,275-31.9% | $2,718-43.0% | $2,440-36.5% |
| Participant deferral / active EE | $7,016 | $3,538+98.3% | $4,069+72.4% | $3,607+94.5% |
| Admin fee / account holder | $8,354 | $6,838+22.2% | $7,888+5.9% | $5,124+63.0% |