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 | $156,131 | $49,915+212.8% | $154,803+0.9% | $74,304+110.1% |
| Participation rate | 92.5% | 54.0%+38.6pp | 78.1%+14.5pp | 60.3%+32.2pp |
| Annual return | 15.12% | 34.06%-18.9pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,640 | $1,611+125.9% | $4,305-15.5% | $2,241+62.4% |
| Participant deferral / active EE | $7,338 | $2,255+225.5% | $5,540+32.4% | $3,767+94.8% |
| Admin fee / account holder | $8,412 | $2,189+284.3% | $14,329-41.3% | $2,969+183.3% |