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 | $156,414 | $109,881+42.3% | $150,045+4.2% | $84,808+84.4% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 14.29% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,248 | $3,561-8.8% | $4,693-30.8% | $2,631+23.4% |
| Participant deferral / active EE | $9,033 | $6,636+36.1% | $7,997+12.9% | $4,212+114.5% |
| Admin fee / account holder | $36,203 | $8,568+322.5% | $13,435+169.5% | $7,344+393.0% |