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 | $159,806 | $96,484+65.6% | $156,263+2.3% | $74,304+115.1% |
| Participation rate | 76.7% | 67.7%+9.0pp | 78.9%-2.2pp | 60.3%+16.3pp |
| Annual return | 14.47% | 17.73%-3.3pp | 59.47%-45.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,859 | $2,528-26.5% | $4,333-57.1% | $2,241-17.0% |
| Participant deferral / active EE | $5,109 | $4,286+19.2% | $6,158-17.0% | $3,767+35.6% |
| Admin fee / account holder | $3,620 | $3,728-2.9% | $14,255-74.6% | $2,969+21.9% |