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 | $158,946 | $109,881+44.7% | $150,045+5.9% | $84,808+87.4% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,198 | $3,561-10.2% | $4,693-31.9% | $2,631+21.5% |
| Participant deferral / active EE | $7,806 | $6,636+17.6% | $7,997-2.4% | $4,212+85.3% |
| Admin fee / account holder | $18,570 | $8,568+116.7% | $13,435+38.2% | $7,344+152.9% |