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 | $169,127 | $109,881+53.9% | $150,045+12.7% | $84,808+99.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,853 | $3,561-19.9% | $4,693-39.2% | $2,631+8.4% |
| Participant deferral / active EE | $7,799 | $6,636+17.5% | $7,997-2.5% | $4,212+85.2% |
| Admin fee / account holder | $11,012 | $8,568+28.5% | $13,435-18.0% | $7,344+50.0% |