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 | $154,877 | $109,413+41.6% | $156,263-0.9% | $84,808+82.6% |
| Participation rate | 93.5% | 72.7%+20.8pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 16.29% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,247 | $2,907-57.1% | $4,333-71.2% | $2,631-52.6% |
| Participant deferral / active EE | $10,064 | $4,590+119.3% | $6,158+63.4% | $4,212+139.0% |
| Admin fee / account holder | $1,616 | $9,357-82.7% | $14,255-88.7% | $7,344-78.0% |