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 | $156,197 | $81,248+92.2% | $155,509+0.4% | $80,856+93.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 11.66% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,790 | $3,100-42.3% | $4,672-61.7% | $2,755-35.0% |
| Participant deferral / active EE | $2,887 | $3,452-16.4% | $5,626-48.7% | $4,296-32.8% |
| Admin fee / account holder | $15,075 | $7,997+88.5% | $15,912-5.3% | $6,918+117.9% |