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 | $160,327 | $101,724+57.6% | $164,813-2.7% | $80,856+98.3% |
| Participation rate | 73.0% | 71.8%+1.2pp | 78.6%-5.6pp | 67.6%+5.4pp |
| Annual return | 21.02% | 16.72%+4.3pp | 69.93%-48.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,966 | $2,953+0.4% | $4,341-31.7% | $2,755+7.7% |
| Participant deferral / active EE | $7,130 | $4,477+59.3% | $6,031+18.2% | $4,296+66.0% |
| Admin fee / account holder | $1,295 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |