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 | $163,921 | $109,413+49.8% | $156,263+4.9% | $84,808+93.3% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 15.94% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,680 | $2,907+61.0% | $4,333+8.0% | $2,631+77.9% |
| Participant deferral / active EE | $9,361 | $4,590+103.9% | $6,158+52.0% | $4,212+122.3% |
| Admin fee / account holder | $39,391 | $9,357+321.0% | $14,255+176.3% | $7,344+436.4% |