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 | $160,476 | $101,724+57.8% | $164,813-2.6% | $80,856+98.5% |
| Participation rate | 81.4% | 71.8%+9.6pp | 78.6%+2.8pp | 67.6%+13.8pp |
| Annual return | 15.34% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,204 | $2,953-59.2% | $4,341-72.3% | $2,755-56.3% |
| Participant deferral / active EE | $7,380 | $4,477+64.8% | $6,031+22.4% | $4,296+71.8% |
| Admin fee / account holder | $5,506 | $8,227-33.1% | $12,690-56.6% | $6,918-20.4% |