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 | $153,616 | $85,202+80.3% | $172,739-11.1% | $72,985+110.5% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 21.35% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,219 | $3,324-33.3% | $5,143-56.9% | $2,440-9.1% |
| Participant deferral / active EE | $7,009 | $3,260+115.0% | $5,198+34.9% | $3,607+94.3% |
| Admin fee / account holder | $1,388 | $5,884-76.4% | $13,954-90.1% | $5,124-72.9% |