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 | $154,274 | $109,881+40.4% | $150,045+2.8% | $84,808+81.9% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 15.68% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,953 | $3,561-17.1% | $4,693-37.1% | $2,631+12.2% |
| Participant deferral / active EE | $10,963 | $6,636+65.2% | $7,997+37.1% | $4,212+160.3% |
| Admin fee / account holder | $8,545 | $8,568-0.3% | $13,435-36.4% | $7,344+16.4% |