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 | $146,265 | $91,552+59.8% | $133,956+9.2% | $79,858+83.2% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 13.43% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,697 | $2,384-28.8% | $3,919-56.7% | $2,471-31.3% |
| Participant deferral / active EE | $5,200 | $3,733+39.3% | $5,048+3.0% | $3,740+39.0% |
| Admin fee / account holder | $1,653 | $6,321-73.8% | $8,927-81.5% | $5,306-68.8% |