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 | $156,087 | $109,881+42.1% | $150,045+4.0% | $84,808+84.0% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 18.00% | 28.25%-10.2pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $7,873 | $3,561+121.1% | $4,693+67.8% | $2,631+199.3% |
| Participant deferral / active EE | $7,610 | $6,636+14.7% | $7,997-4.8% | $4,212+80.7% |
| Admin fee / account holder | $12,907 | $8,568+50.6% | $13,435-3.9% | $7,344+75.8% |