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 | $158,369 | $109,881+44.1% | $150,045+5.5% | $84,808+86.7% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 17.54% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,649 | $3,561+2.5% | $4,693-22.2% | $2,631+38.7% |
| Participant deferral / active EE | $9,672 | $6,636+45.7% | $7,997+20.9% | $4,212+129.6% |
| Admin fee / account holder | $9,419 | $8,568+9.9% | $13,435-29.9% | $7,344+28.3% |