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 | $153,763 | $99,985+53.8% | $146,665+4.8% | $85,850+79.1% |
| Participation rate | 87.5% | 73.1%+14.4pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 13.45% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,692 | $2,559-33.9% | $4,136-59.1% | $2,565-34.0% |
| Participant deferral / active EE | $4,705 | $4,006+17.5% | $5,506-14.6% | $3,952+19.1% |
| Admin fee / account holder | $1,607 | $7,702-79.1% | $10,280-84.4% | $6,260-74.3% |