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 | $156,723 | $80,717+94.2% | $154,803+1.2% | $84,808+84.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 78.1%+20.5pp | 68.3%+30.3pp |
| Annual return | 14.17% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,521 | $2,761+27.5% | $4,305-18.2% | $2,631+33.8% |
| Participant deferral / active EE | $7,047 | $3,303+113.3% | $5,540+27.2% | $4,212+67.3% |
| Admin fee / account holder | $2,108 | $6,746-68.8% | $14,329-85.3% | $7,344-71.3% |