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 | $156,360 | $109,881+42.3% | $150,045+4.2% | $84,808+84.4% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 16.84% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,948 | $3,561+38.9% | $4,693+5.4% | $2,631+88.0% |
| Participant deferral / active EE | $9,271 | $6,636+39.7% | $7,997+15.9% | $4,212+120.1% |
| Admin fee / account holder | $17,031 | $8,568+98.8% | $13,435+26.8% | $7,344+131.9% |