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 | $153,614 | $72,492+111.9% | $87,100+76.4% | $72,985+110.5% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 20.32% | 24.46%-4.1pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,279 | $1,894+20.3% | $2,521-9.6% | $2,440-6.6% |
| Participant deferral / active EE | $6,721 | $3,270+105.6% | $4,049+66.0% | $3,607+86.3% |
| Admin fee / account holder | $9,509 | $5,055+88.1% | $7,497+26.8% | $5,124+85.6% |