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 | $153,952 | $87,013+76.9% | $106,213+44.9% | $80,856+90.4% |
| Participation rate | 93.0% | 70.4%+22.6pp | 75.3%+17.7pp | 67.6%+25.4pp |
| Annual return | 12.69% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,421 | $2,395+1.1% | $3,171-23.7% | $2,755-12.1% |
| Participant deferral / active EE | $8,383 | $3,986+110.3% | $5,016+67.1% | $4,296+95.1% |
| Admin fee / account holder | $12,651 | $8,431+50.0% | $11,033+14.7% | $6,918+82.9% |