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 | $143,773 | $101,724+41.3% | $164,813-12.8% | $80,856+77.8% |
| Participation rate | 98.7% | 71.8%+26.9pp | 78.6%+20.1pp | 67.6%+31.1pp |
| Annual return | 11.65% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,175 | $2,953-26.4% | $4,341-49.9% | $2,755-21.0% |
| Participant deferral / active EE | $7,296 | $4,477+63.0% | $6,031+21.0% | $4,296+69.8% |
| Admin fee / account holder | $3,566 | $8,227-56.7% | $12,690-71.9% | $6,918-48.5% |