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 5-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 | $158,558 | $109,881+44.3% | $150,045+5.7% | $84,808+87.0% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 42.53% | 28.25%+14.3pp | 62.55%-20.0pp | 40.90%+1.6pp |
| Employer contribution / active EE | $7,288 | $3,561+104.6% | $4,693+55.3% | $2,631+177.0% |
| Participant deferral / active EE | $18,453 | $6,636+178.1% | $7,997+130.8% | $4,212+338.2% |
| Admin fee / account holder | $1,508 | $8,568-82.4% | $13,435-88.8% | $7,344-79.5% |