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 | $156,889 | $101,724+54.2% | $164,813-4.8% | $80,856+94.0% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.6%+18.4pp |
| Annual return | 12.65% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,690 | $2,953+58.8% | $4,341+8.0% | $2,755+70.2% |
| Participant deferral / active EE | $8,680 | $4,477+93.9% | $6,031+43.9% | $4,296+102.1% |
| Admin fee / account holder | $760 | $8,227-90.8% | $12,690-94.0% | $6,918-89.0% |