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 | $154,848 | $95,803+61.6% | $113,168+36.8% | $84,808+82.6% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 18.10% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,890 | $2,360+107.2% | $2,975+64.4% | $2,631+85.9% |
| Participant deferral / active EE | $12,603 | $4,242+197.1% | $5,107+146.8% | $4,212+199.2% |
| Admin fee / account holder | $13,466 | $8,989+49.8% | $12,068+11.6% | $7,344+83.4% |