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 | $166,965 | $109,413+52.6% | $156,263+6.8% | $84,808+96.9% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 13.54% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,583 | $2,907-11.1% | $4,333-40.4% | $2,631-1.8% |
| Participant deferral / active EE | $4,008 | $4,590-12.7% | $6,158-34.9% | $4,212-4.8% |
| Admin fee / account holder | $3,308 | $9,357-64.6% | $14,255-76.8% | $7,344-54.9% |