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 | $163,548 | $101,724+60.8% | $164,813-0.8% | $80,856+102.3% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 13.95% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,814 | $2,953+96.8% | $4,341+33.9% | $2,755+111.0% |
| Participant deferral / active EE | $9,308 | $4,477+107.9% | $6,031+54.3% | $4,296+116.7% |
| Admin fee / account holder | $4,908 | $8,227-40.3% | $12,690-61.3% | $6,918-29.0% |