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 | $147,529 | $87,013+69.5% | $106,213+38.9% | $80,856+82.5% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.6%+10.1pp |
| Annual return | 11.82% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,330 | $2,395+39.0% | $3,171+5.0% | $2,755+20.9% |
| Participant deferral / active EE | $7,222 | $3,986+81.2% | $5,016+44.0% | $4,296+68.1% |
| Admin fee / account holder | $26,952 | $8,431+219.7% | $11,033+144.3% | $6,918+289.6% |