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 | $159,899 | $95,803+66.9% | $113,168+41.3% | $84,808+88.5% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 14.52% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,255 | $2,360-4.5% | $2,975-24.2% | $2,631-14.3% |
| Participant deferral / active EE | $7,056 | $4,242+66.3% | $5,107+38.2% | $4,212+67.5% |
| Admin fee / account holder | $41,711 | $8,989+364.0% | $12,068+245.6% | $7,344+468.0% |