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 | $153,884 | $80,968+90.1% | $96,544+59.4% | $75,163+104.7% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 13.22% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,151 | $2,282-5.7% | $2,965-27.4% | $2,670-19.4% |
| Participant deferral / active EE | $4,495 | $3,928+14.4% | $4,851-7.3% | $4,125+9.0% |
| Admin fee / account holder | $13,245 | $6,724+97.0% | $8,252+60.5% | $5,651+134.4% |