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 | $152,856 | $109,413+39.7% | $156,263-2.2% | $84,808+80.2% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 54.52% | 20.18%+34.3pp | 59.47%-5.0pp | 40.90%+13.6pp |
| Employer contribution / active EE | $927 | $2,907-68.1% | $4,333-78.6% | $2,631-64.8% |
| Participant deferral / active EE | $5,300 | $4,590+15.5% | $6,158-13.9% | $4,212+25.8% |
| Admin fee / account holder | $3,320 | $9,357-64.5% | $14,255-76.7% | $7,344-54.8% |