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 | $154,246 | $76,552+101.5% | $123,892+24.5% | $62,891+145.3% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 7.67% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,657 | $2,883-42.5% | $4,617-64.1% | $2,281-27.3% |
| Participant deferral / active EE | $4,584 | $4,840-5.3% | $5,984-23.4% | $3,203+43.1% |
| Admin fee / account holder | $2,577 | $4,826-46.6% | $8,357-69.2% | $4,296-40.0% |