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 | $160,599 | $109,881+46.2% | $150,045+7.0% | $84,808+89.4% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,624 | $3,561-26.3% | $4,693-44.1% | $2,631-0.3% |
| Participant deferral / active EE | $11,014 | $6,636+66.0% | $7,997+37.7% | $4,212+161.5% |
| Admin fee / account holder | $9,466 | $8,568+10.5% | $13,435-29.5% | $7,344+28.9% |