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 | $165,768 | $118,450+39.9% | $98,439+68.4% | $139,434+18.9% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 15.05% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,920 | $3,609-46.8% | $3,048-37.0% | $4,751-59.6% |
| Participant deferral / active EE | $3,143 | $5,392-41.7% | $4,738-33.7% | $6,710-53.2% |
| Admin fee / account holder | $5,446 | $14,026-61.2% | $8,948-39.1% | $11,403-52.2% |