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 | $162,069 | $86,929+86.4% | $102,423+58.2% | $80,856+100.4% |
| Participation rate | 78.0% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.4pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,214 | $2,369-6.5% | $3,023-26.8% | $2,755-19.6% |
| Participant deferral / active EE | $7,397 | $4,118+79.6% | $5,053+46.4% | $4,296+72.2% |
| Admin fee / account holder | $21,556 | $8,049+167.8% | $9,451+128.1% | $6,918+211.6% |