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 | $154,909 | $127,065+21.9% | $113,168+36.9% | $142,382+8.8% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 14.67% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,255 | $3,442+81.7% | $2,975+110.2% | $4,299+45.5% |
| Participant deferral / active EE | $12,628 | $5,716+120.9% | $5,107+147.3% | $6,507+94.1% |
| Admin fee / account holder | $8,504 | $15,736-46.0% | $12,068-29.5% | $12,624-32.6% |