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 | $163,339 | $89,355+82.8% | $141,162+15.7% | $72,985+123.8% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $4,103 | $3,114+31.8% | $4,735-13.3% | $2,440+68.2% |
| Participant deferral / active EE | $7,089 | $5,418+30.8% | $6,709+5.7% | $3,607+96.5% |
| Admin fee / account holder | $3,275 | $5,958-45.0% | $10,261-68.1% | $5,124-36.1% |