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 | $155,156 | $100,923+53.7% | $150,045+3.4% | $74,304+108.8% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 15.27% | 51.77%-36.5pp | 62.55%-47.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,720 | $3,463-21.5% | $4,693-42.0% | $2,241+21.4% |
| Participant deferral / active EE | $9,337 | $6,709+39.2% | $7,997+16.8% | $3,767+147.9% |
| Admin fee / account holder | $4,007 | $2,767+44.8% | $13,435-70.2% | $2,969+35.0% |