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 | $155,464 | $125,758+23.6% | $169,993-8.5% | $75,163+106.8% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 14.39% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $8,404 | $4,615+82.1% | $6,785+23.9% | $2,670+214.8% |
| Participant deferral / active EE | $6,864 | $6,837+0.4% | $10,408-34.0% | $4,125+66.4% |
| Admin fee / account holder | $17,148 | $8,173+109.8% | $12,815+33.8% | $5,651+203.5% |