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 | $155,733 | $89,753+73.5% | $107,525+44.8% | $84,808+83.6% |
| Participation rate | 75.4% | 68.1%+7.4pp | 75.1%+0.4pp | 68.3%+7.1pp |
| Annual return | 19.63% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,322 | $3,113+6.7% | $3,754-11.5% | $2,631+26.3% |
| Participant deferral / active EE | $9,008 | $4,056+122.1% | $5,116+76.1% | $4,212+113.9% |
| Admin fee / account holder | $2,908 | $7,222-59.7% | $8,919-67.4% | $7,344-60.4% |