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 | $161,033 | $77,660+107.4% | $109,143+47.5% | $79,386+102.8% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 16.05% | 23.44%-7.4pp | 25.75%-9.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $4,976 | $2,797+77.9% | $3,722+33.7% | $2,427+105.0% |
| Participant deferral / active EE | $4,739 | $3,518+34.7% | $4,653+1.8% | $4,046+17.1% |
| Admin fee / account holder | $5,865 | $732+701.0% | $6,752-13.1% | $626+836.3% |