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 3-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 | $158,634 | $71,050+123.3% | $93,606+69.5% | $80,856+96.2% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 15.15% | 11.26%+3.9pp | 133.20%-118.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,968 | $1,564+25.9% | $2,420-18.7% | $2,755-28.6% |
| Participant deferral / active EE | $5,944 | $4,034+47.4% | $4,411+34.8% | $4,296+38.4% |
| Admin fee / account holder | $3,297 | $6,945-52.5% | $8,285-60.2% | $6,918-52.3% |