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 | $169,881 | $64,348+164.0% | $90,160+88.4% | $70,131+142.2% |
| Participation rate | 97.9% | 70.4%+27.5pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 17.84% | 28.13%-10.3pp | 34.88%-17.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,591 | $2,046+26.6% | $3,318-21.9% | $2,342+10.6% |
| Participant deferral / active EE | $7,190 | $4,389+63.8% | $5,288+36.0% | $3,332+115.8% |
| Admin fee / account holder | $5,964 | $3,944+51.2% | $5,943+0.4% | $4,645+28.4% |