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 | $160,501 | $80,717+98.8% | $154,803+3.7% | $84,808+89.3% |
| Participation rate | 87.0% | 66.8%+20.2pp | 78.1%+9.0pp | 68.3%+18.7pp |
| Annual return | 14.15% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,669 | $2,761-3.3% | $4,305-38.0% | $2,631+1.4% |
| Participant deferral / active EE | $6,076 | $3,303+84.0% | $5,540+9.7% | $4,212+44.3% |
| Admin fee / account holder | $35,569 | $6,746+427.3% | $14,329+148.2% | $7,344+384.3% |