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 | $158,257 | $93,571+69.1% | $135,903+16.4% | $75,163+110.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 17.06% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,421 | $3,537-31.6% | $4,856-50.2% | $2,670-9.3% |
| Participant deferral / active EE | $8,576 | $6,404+33.9% | $7,758+10.5% | $4,125+107.9% |
| Admin fee / account holder | $1,474 | $6,975-78.9% | $10,762-86.3% | $5,651-73.9% |