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 | $159,219 | $72,277+120.3% | $101,248+57.3% | $79,858+99.4% |
| Participation rate | 78.4% | 68.5%+9.9pp | 75.8%+2.6pp | 69.6%+8.7pp |
| Annual return | 15.66% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,555 | $2,692-5.1% | $3,660-30.2% | $2,471+3.4% |
| Participant deferral / active EE | $5,394 | $3,282+64.4% | $4,370+23.4% | $3,740+44.2% |
| Admin fee / account holder | $834 | $4,400-81.0% | $5,945-86.0% | $5,306-84.3% |