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 | $150,918 | $68,719+119.6% | $91,541+64.9% | $84,808+78.0% |
| Participation rate | 71.7% | 64.5%+7.2pp | 69.8%+2.0pp | 68.3%+3.4pp |
| Annual return | 13.92% | 19.12%-5.2pp | 20.50%-6.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $714 | $1,920-62.8% | $2,505-71.5% | $2,631-72.9% |
| Participant deferral / active EE | $3,959 | $3,136+26.3% | $4,008-1.2% | $4,212-6.0% |
| Admin fee / account holder | $2,877 | $5,786-50.3% | $6,956-58.6% | $7,344-60.8% |