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 | $160,310 | $80,717+98.6% | $154,803+3.6% | $84,808+89.0% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.2pp | 68.3%+24.9pp |
| Annual return | 13.25% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,699 | $2,761-38.5% | $4,305-60.5% | $2,631-35.4% |
| Participant deferral / active EE | $5,652 | $3,303+71.1% | $5,540+2.0% | $4,212+34.2% |
| Admin fee / account holder | $11,752 | $6,746+74.2% | $14,329-18.0% | $7,344+60.0% |