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 | $170,402 | $101,724+67.5% | $164,813+3.4% | $80,856+110.7% |
| Participation rate | 79.2% | 71.8%+7.4pp | 78.6%+0.6pp | 67.6%+11.6pp |
| Annual return | 13.57% | 16.72%-3.1pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,244 | $2,953-57.9% | $4,341-71.3% | $2,755-54.8% |
| Participant deferral / active EE | $5,052 | $4,477+12.8% | $6,031-16.2% | $4,296+17.6% |
| Admin fee / account holder | $12,539 | $8,227+52.4% | $12,690-1.2% | $6,918+81.3% |