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 | $165,618 | $109,881+50.7% | $150,045+10.4% | $84,808+95.3% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,278 | $3,561+20.1% | $4,693-8.8% | $2,631+62.6% |
| Participant deferral / active EE | $8,943 | $6,636+34.8% | $7,997+11.8% | $4,212+112.3% |
| Admin fee / account holder | $15,320 | $8,568+78.8% | $13,435+14.0% | $7,344+108.6% |