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 | $164,498 | $80,717+103.8% | $154,803+6.3% | $84,808+94.0% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 17.22% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,724 | $2,761+143.5% | $4,305+56.2% | $2,631+155.6% |
| Participant deferral / active EE | $11,955 | $3,303+261.9% | $5,540+115.8% | $4,212+183.9% |
| Admin fee / account holder | $7,762 | $6,746+15.1% | $14,329-45.8% | $7,344+5.7% |