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 | $155,808 | $81,248+91.8% | $155,509+0.2% | $80,856+92.7% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 12.93% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $14,424 | $3,100+365.2% | $4,672+208.7% | $2,755+423.6% |
| Participant deferral / active EE | $8,784 | $3,452+154.5% | $5,626+56.1% | $4,296+104.5% |
| Admin fee / account holder | $7,839 | $7,997-2.0% | $15,912-50.7% | $6,918+13.3% |