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 | $157,637 | $80,717+95.3% | $154,803+1.8% | $84,808+85.9% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 13.92% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,629 | $2,761-4.8% | $4,305-38.9% | $2,631-0.1% |
| Participant deferral / active EE | $5,774 | $3,303+74.8% | $5,540+4.2% | $4,212+37.1% |
| Admin fee / account holder | $54,925 | $6,746+714.2% | $14,329+283.3% | $7,344+647.9% |