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 | $156,880 | $95,416+64.4% | $185,823-15.6% | $85,850+82.7% |
| Participation rate | 87.7% | 68.8%+19.0pp | 81.7%+6.0pp | 69.3%+18.4pp |
| Annual return | 12.90% | 23.59%-10.7pp | 122.05%-109.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,159 | $3,314-4.7% | $5,167-38.9% | $2,565+23.2% |
| Participant deferral / active EE | $6,852 | $3,423+100.1% | $5,568+23.1% | $3,952+73.4% |
| Admin fee / account holder | $4,395 | $7,213-39.1% | $16,237-72.9% | $6,260-29.8% |