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 | $171,000 | $117,841+45.1% | $102,423+67.0% | $145,922+17.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.53% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,067 | $3,615+95.5% | $3,023+133.8% | $4,660+51.7% |
| Participant deferral / active EE | $7,664 | $5,731+33.7% | $5,053+51.7% | $6,688+14.6% |
| Admin fee / account holder | $8,782 | $13,326-34.1% | $9,451-7.1% | $13,397-34.4% |