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 | $152,228 | $89,355+70.4% | $141,162+7.8% | $72,985+108.6% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 29.98% | 111.85%-81.9pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $908 | $3,114-70.8% | $4,735-80.8% | $2,440-62.8% |
| Participant deferral / active EE | $11,779 | $5,418+117.4% | $6,709+75.6% | $3,607+226.5% |
| Admin fee / account holder | $17,897 | $5,958+200.4% | $10,261+74.4% | $5,124+249.3% |