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 9-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 | $154,072 | $109,413+40.8% | $156,263-1.4% | $84,808+81.7% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 13.61% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,372 | $2,907-52.8% | $4,333-68.3% | $2,631-47.9% |
| Participant deferral / active EE | $4,542 | $4,590-1.0% | $6,158-26.3% | $4,212+7.8% |
| Admin fee / account holder | $8,625 | $9,357-7.8% | $14,255-39.5% | $7,344+17.4% |