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 | $152,260 | $109,881+38.6% | $150,045+1.5% | $84,808+79.5% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 18.31% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,494 | $3,561-1.9% | $4,693-25.5% | $2,631+32.8% |
| Participant deferral / active EE | $11,585 | $6,636+74.6% | $7,997+44.9% | $4,212+175.1% |
| Admin fee / account holder | $1,431 | $8,568-83.3% | $13,435-89.3% | $7,344-80.5% |