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 | $151,271 | $109,881+37.7% | $150,045+0.8% | $84,808+78.4% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 17.38% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,634 | $3,561+170.5% | $4,693+105.3% | $2,631+266.2% |
| Participant deferral / active EE | $8,697 | $6,636+31.1% | $7,997+8.7% | $4,212+106.5% |
| Admin fee / account holder | $5,405 | $8,568-36.9% | $13,435-59.8% | $7,344-26.4% |