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 | $153,568 | $109,413+40.4% | $156,263-1.7% | $84,808+81.1% |
| Participation rate | 85.5% | 72.7%+12.8pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 15.51% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,152 | $2,907+8.4% | $4,333-27.3% | $2,631+19.8% |
| Participant deferral / active EE | $6,906 | $4,590+50.5% | $6,158+12.1% | $4,212+64.0% |
| Admin fee / account holder | $14,236 | $9,357+52.1% | $14,255-0.1% | $7,344+93.8% |