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 | $150,610 | $107,334+40.3% | $92,893+62.1% | $152,861-1.5% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 20.81% | 145.58%-124.8pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,626 | $4,221+9.6% | $3,653+26.6% | $4,762-2.9% |
| Participant deferral / active EE | $7,283 | $4,845+50.3% | $4,236+71.9% | $5,850+24.5% |
| Admin fee / account holder | $1,191 | $7,079-83.2% | $5,794-79.4% | $11,596-89.7% |