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 | $156,628 | $81,248+92.8% | $155,509+0.7% | $80,856+93.7% |
| Participation rate | 95.7% | 66.2%+29.4pp | 78.2%+17.5pp | 67.6%+28.0pp |
| Annual return | 16.41% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,305 | $3,100+6.6% | $4,672-29.3% | $2,755+20.0% |
| Participant deferral / active EE | $7,842 | $3,452+127.2% | $5,626+39.4% | $4,296+82.6% |
| Admin fee / account holder | $13,600 | $7,997+70.1% | $15,912-14.5% | $6,918+96.6% |