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 7-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 | $156,552 | $125,758+24.5% | $169,993-7.9% | $75,163+108.3% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 15.24% | 27.20%-12.0pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,259 | $4,615-7.7% | $6,785-37.2% | $2,670+59.5% |
| Participant deferral / active EE | $9,797 | $6,837+43.3% | $10,408-5.9% | $4,125+137.5% |
| Admin fee / account holder | $2,744 | $8,173-66.4% | $12,815-78.6% | $5,651-51.4% |