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 | $161,083 | $77,899+106.8% | $149,673+7.6% | $75,163+114.3% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 17.31% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,616 | $3,137-16.6% | $4,818-45.7% | $2,670-2.0% |
| Participant deferral / active EE | $6,148 | $3,411+80.2% | $5,680+8.2% | $4,125+49.0% |
| Admin fee / account holder | $8,030 | $5,956+34.8% | $13,210-39.2% | $5,651+42.1% |