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 6-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 | $156,710 | $60,892+157.4% | $82,389+90.2% | $84,808+84.8% |
| Participation rate | 86.7% | 63.3%+23.4pp | 69.5%+17.1pp | 68.3%+18.4pp |
| Annual return | 16.22% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,374 | $1,779+145.8% | $2,517+73.8% | $2,631+66.3% |
| Participant deferral / active EE | $8,272 | $3,179+160.3% | $4,155+99.1% | $4,212+96.4% |
| Admin fee / account holder | $14,136 | $5,467+158.6% | $7,231+95.5% | $7,344+92.5% |