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 | $159,068 | $109,881+44.8% | $150,045+6.0% | $84,808+87.6% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 17.66% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,660 | $3,561-25.3% | $4,693-43.3% | $2,631+1.1% |
| Participant deferral / active EE | $6,362 | $6,636-4.1% | $7,997-20.4% | $4,212+51.1% |
| Admin fee / account holder | $1,196 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |