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 | $164,746 | $109,881+49.9% | $150,045+9.8% | $84,808+94.3% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 16.84% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,324 | $3,561+21.4% | $4,693-7.9% | $2,631+64.3% |
| Participant deferral / active EE | $11,205 | $6,636+68.9% | $7,997+40.1% | $4,212+166.1% |
| Admin fee / account holder | $2,107 | $8,568-75.4% | $13,435-84.3% | $7,344-71.3% |