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 | $152,247 | $99,918+52.4% | $81,382+87.1% | $145,922+4.3% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.5%+22.2pp | 80.3%+11.4pp |
| Annual return | 11.44% | 34.32%-22.9pp | 24.73%-13.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,303 | $2,978-22.6% | $2,463-6.5% | $4,660-50.6% |
| Participant deferral / active EE | $4,948 | $4,605+7.4% | $3,883+27.4% | $6,688-26.0% |
| Admin fee / account holder | $5,443 | $8,212-33.7% | $5,768-5.6% | $13,397-59.4% |