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 | $166,848 | $99,985+66.9% | $146,665+13.8% | $85,850+94.3% |
| Participation rate | 88.0% | 73.1%+14.9pp | 80.1%+7.9pp | 69.3%+18.7pp |
| Annual return | 16.08% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $6,172 | $2,559+141.2% | $4,136+49.2% | $2,565+140.6% |
| Participant deferral / active EE | $13,142 | $4,006+228.1% | $5,506+138.7% | $3,952+232.6% |
| Admin fee / account holder | $5,292 | $7,702-31.3% | $10,280-48.5% | $6,260-15.5% |