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 | $160,066 | $80,717+98.3% | $154,803+3.4% | $84,808+88.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 15.12% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,653 | $2,761-3.9% | $4,305-38.4% | $2,631+0.8% |
| Participant deferral / active EE | $5,574 | $3,303+68.7% | $5,540+0.6% | $4,212+32.3% |
| Admin fee / account holder | $3,861 | $6,746-42.8% | $14,329-73.1% | $7,344-47.4% |