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 | $153,789 | $167,483-8.2% | $115,752+32.9% | $147,584+4.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 82.8%+6.1pp |
| Annual return | 17.92% | 12.11%+5.8pp | 19.41%-1.5pp | 578.55%-560.6pp |
| Employer contribution / active EE | $13,991 | $4,960+182.1% | $3,492+300.6% | $4,876+186.9% |
| Participant deferral / active EE | $7,619 | $7,037+8.3% | $5,204+46.4% | $5,439+40.1% |
| Admin fee / account holder | $54,581 | $13,069+317.6% | $6,278+769.4% | $10,885+401.4% |