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 | $156,816 | $100,773+55.6% | $88,946+76.3% | $142,382+10.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 18.00% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,032 | $2,918+38.2% | $2,555+57.8% | $4,299-6.2% |
| Participant deferral / active EE | $7,077 | $5,230+35.3% | $4,581+54.5% | $6,507+8.8% |
| Admin fee / account holder | $2,181 | $9,693-77.5% | $8,261-73.6% | $12,624-82.7% |