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 | $150,204 | $89,753+67.4% | $107,525+39.7% | $84,808+77.1% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 14.95% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,488 | $3,113-20.1% | $3,754-33.7% | $2,631-5.4% |
| Participant deferral / active EE | $7,808 | $4,056+92.5% | $5,116+52.6% | $4,212+85.4% |
| Admin fee / account holder | $8,636 | $7,222+19.6% | $8,919-3.2% | $7,344+17.6% |