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 | $152,358 | $123,793+23.1% | $177,821-14.3% | $79,858+90.8% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 12.11% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $8,089 | $4,095+97.5% | $5,918+36.7% | $2,471+227.4% |
| Participant deferral / active EE | $6,826 | $5,956+14.6% | $7,714-11.5% | $3,740+82.5% |
| Admin fee / account holder | $5,674 | $7,243-21.7% | $12,427-54.3% | $5,306+6.9% |