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 | $156,487 | $54,762+185.8% | $90,281+73.3% | $72,985+114.4% |
| Participation rate | 94.2% | 65.1%+29.1pp | 73.3%+21.0pp | 69.5%+24.7pp |
| Annual return | 22.27% | 30.63%-8.4pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $9,474 | $2,092+352.8% | $2,854+231.9% | $2,440+288.3% |
| Participant deferral / active EE | $9,306 | $2,887+222.3% | $3,885+139.5% | $3,607+158.0% |
| Admin fee / account holder | $2,168 | $3,972-45.4% | $5,351-59.5% | $5,124-57.7% |