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 | $155,075 | $57,541+169.5% | $95,745+62.0% | $75,163+106.3% |
| Participation rate | 75.8% | 62.5%+13.2pp | 72.3%+3.5pp | 67.2%+8.6pp |
| Annual return | 17.70% | 34.93%-17.2pp | 28.35%-10.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $562 | $1,808-68.9% | $2,835-80.2% | $2,670-78.9% |
| Participant deferral / active EE | $5,492 | $3,074+78.7% | $4,245+29.4% | $4,125+33.1% |
| Admin fee / account holder | $2,089 | $4,099-49.0% | $5,678-63.2% | $5,651-63.0% |