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 | $151,341 | $123,793+22.3% | $177,821-14.9% | $79,858+89.5% |
| Participation rate | 95.8% | 84.7%+11.2pp | 87.7%+8.1pp | 69.6%+26.2pp |
| Annual return | 12.61% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $6,560 | $4,095+60.2% | $5,918+10.8% | $2,471+165.5% |
| Participant deferral / active EE | $4,473 | $5,956-24.9% | $7,714-42.0% | $3,740+19.6% |
| Admin fee / account holder | $10,458 | $7,243+44.4% | $12,427-15.8% | $5,306+97.1% |