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 | $151,262 | $109,413+38.2% | $156,263-3.2% | $84,808+78.4% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 14.89% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,339 | $2,907+83.7% | $4,333+23.2% | $2,631+102.9% |
| Participant deferral / active EE | $8,437 | $4,590+83.8% | $6,158+37.0% | $4,212+100.3% |
| Admin fee / account holder | $4,930 | $9,357-47.3% | $14,255-65.4% | $7,344-32.9% |