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 | $155,800 | $95,266+63.5% | $82,389+89.1% | $142,382+9.4% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 17.80% | 25.74%-7.9pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,959 | $2,991-34.5% | $2,517-22.2% | $4,299-54.4% |
| Participant deferral / active EE | $5,970 | $4,809+24.1% | $4,155+43.7% | $6,507-8.3% |
| Admin fee / account holder | $10,217 | $8,563+19.3% | $7,231+41.3% | $12,624-19.1% |