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 | $158,270 | $109,413+44.7% | $156,263+1.3% | $84,808+86.6% |
| Participation rate | 94.3% | 72.7%+21.6pp | 78.9%+15.4pp | 68.3%+26.0pp |
| Annual return | 18.67% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $5,719 | $2,907+96.7% | $4,333+32.0% | $2,631+117.4% |
| Participant deferral / active EE | $10,506 | $4,590+128.9% | $6,158+70.6% | $4,212+149.5% |
| Admin fee / account holder | $9,451 | $9,357+1.0% | $14,255-33.7% | $7,344+28.7% |