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 | $148,591 | $100,773+47.5% | $88,946+67.1% | $142,382+4.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.15% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,291 | $2,918-21.5% | $2,555-10.3% | $4,299-46.7% |
| Participant deferral / active EE | $4,932 | $5,230-5.7% | $4,581+7.7% | $6,507-24.2% |
| Admin fee / account holder | $3,596 | $9,693-62.9% | $8,261-56.5% | $12,624-71.5% |