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 | $149,547 | $109,881+36.1% | $150,045-0.3% | $84,808+76.3% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 16.66% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,385 | $3,561+51.2% | $4,693+14.7% | $2,631+104.7% |
| Participant deferral / active EE | $14,485 | $6,636+118.3% | $7,997+81.1% | $4,212+243.9% |
| Admin fee / account holder | $9,316 | $8,568+8.7% | $13,435-30.7% | $7,344+26.9% |