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 | $173,426 | $93,170+86.1% | $100,534+72.5% | $84,808+104.5% |
| Participation rate | 81.0% | 75.8%+5.2pp | 80.6%+0.4pp | 68.3%+12.7pp |
| Annual return | 15.62% | 47.13%-31.5pp | 32.66%-17.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,338 | $3,985-16.2% | $4,346-23.2% | $2,631+26.9% |
| Participant deferral / active EE | $10,303 | $5,699+80.8% | $6,144+67.7% | $4,212+144.6% |
| Admin fee / account holder | $4,006 | $7,382-45.7% | $7,654-47.7% | $7,344-45.4% |