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 | $147,539 | $109,881+34.3% | $150,045-1.7% | $84,808+74.0% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 17.66% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $11,388 | $3,561+219.8% | $4,693+142.7% | $2,631+332.8% |
| Participant deferral / active EE | $6,939 | $6,636+4.6% | $7,997-13.2% | $4,212+64.7% |
| Admin fee / account holder | $3,368 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |