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 | $157,900 | $89,355+76.7% | $141,162+11.9% | $72,985+116.3% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.4pp | 69.5%+20.3pp |
| Annual return | 20.94% | 111.85%-90.9pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,002 | $3,114-3.6% | $4,735-36.6% | $2,440+23.0% |
| Participant deferral / active EE | $7,979 | $5,418+47.3% | $6,709+18.9% | $3,607+121.2% |
| Admin fee / account holder | $5,888 | $5,958-1.2% | $10,261-42.6% | $5,124+14.9% |