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 | $151,985 | $167,483-9.3% | $115,752+31.3% | $147,584+3.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 82.8%-2.8pp |
| Annual return | 15.36% | 12.11%+3.2pp | 19.41%-4.1pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,139 | $4,960+43.9% | $3,492+104.4% | $4,876+46.4% |
| Participant deferral / active EE | $2,218 | $7,037-68.5% | $5,204-57.4% | $5,439-59.2% |
| Admin fee / account holder | $9,158 | $13,069-29.9% | $6,278+45.9% | $10,885-15.9% |