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 | $147,134 | $109,413+34.5% | $156,263-5.8% | $84,808+73.5% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 13.44% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,031 | $2,907+4.3% | $4,333-30.1% | $2,631+15.2% |
| Participant deferral / active EE | $7,552 | $4,590+64.6% | $6,158+22.6% | $4,212+79.3% |
| Admin fee / account holder | $20,077 | $9,357+114.6% | $14,255+40.8% | $7,344+173.4% |