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 3-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 | $157,217 | $127,065+23.7% | $113,168+38.9% | $142,382+10.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.99% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,314 | $3,442+83.4% | $2,975+112.2% | $4,299+46.9% |
| Participant deferral / active EE | $13,588 | $5,716+137.7% | $5,107+166.1% | $6,507+108.8% |
| Admin fee / account holder | $50,667 | $15,736+222.0% | $12,068+319.9% | $12,624+301.4% |