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 | $151,925 | $87,841+73.0% | $133,980+13.4% | $62,891+141.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 9.84% | 12.05%-2.2pp | 29.30%-19.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,274 | $3,483-34.7% | $5,211-56.4% | $2,281-0.3% |
| Participant deferral / active EE | $6,292 | $4,812+30.8% | $6,282+0.2% | $3,203+96.5% |
| Admin fee / account holder | $3,249 | $5,371-39.5% | $9,324-65.2% | $4,296-24.4% |