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 4-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 | $156,822 | $109,881+42.7% | $150,045+4.5% | $84,808+84.9% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,252 | $3,561-36.8% | $4,693-52.0% | $2,631-14.4% |
| Participant deferral / active EE | $11,564 | $6,636+74.3% | $7,997+44.6% | $4,212+174.6% |
| Admin fee / account holder | $2,849 | $8,568-66.7% | $13,435-78.8% | $7,344-61.2% |