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 | $152,106 | $98,750+54.0% | $149,696+1.6% | $79,858+90.5% |
| Participation rate | 73.5% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+3.9pp |
| Annual return | 13.26% | 27.43%-14.2pp | 276.60%-263.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,756 | $3,216-14.3% | $4,644-40.7% | $2,471+11.5% |
| Participant deferral / active EE | $5,289 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $2,127 | $6,053-64.9% | $9,309-77.1% | $5,306-59.9% |