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 | $145,652 | $89,753+62.3% | $107,525+35.5% | $84,808+71.7% |
| Participation rate | 88.3% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.0pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $25,863 | $3,113+730.7% | $3,754+589.0% | $2,631+883.0% |
| Participant deferral / active EE | $5,629 | $4,056+38.8% | $5,116+10.0% | $4,212+33.7% |
| Admin fee / account holder | $29,283 | $7,222+305.5% | $8,919+228.3% | $7,344+298.7% |