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 | $155,968 | $109,413+42.5% | $156,263-0.2% | $84,808+83.9% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 15.38% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,211 | $2,907-23.9% | $4,333-49.0% | $2,631-16.0% |
| Participant deferral / active EE | $4,432 | $4,590-3.4% | $6,158-28.0% | $4,212+5.2% |
| Admin fee / account holder | $572 | $9,357-93.9% | $14,255-96.0% | $7,344-92.2% |