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 | $155,732 | $87,540+77.9% | $75,781+105.5% | $125,391+24.2% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | 1.27% | 13.48%-12.2pp | 9.68%-8.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,032 | $3,930-73.7% | $3,323-68.9% | $4,866-78.8% |
| Participant deferral / active EE | $11,945 | $4,229+182.4% | $3,651+227.1% | $5,352+123.2% |
| Admin fee / account holder | $2,482 | $6,502-61.8% | $5,299-53.2% | $9,540-74.0% |