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 | $162,631 | $101,724+59.9% | $164,813-1.3% | $80,856+101.1% |
| Participation rate | 75.4% | 71.8%+3.6pp | 78.6%-3.2pp | 67.6%+7.7pp |
| Annual return | 11.35% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,885 | $2,953-2.3% | $4,341-33.5% | $2,755+4.7% |
| Participant deferral / active EE | $8,437 | $4,477+88.5% | $6,031+39.9% | $4,296+96.4% |
| Admin fee / account holder | $3,929 | $8,227-52.2% | $12,690-69.0% | $6,918-43.2% |