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 | $150,976 | $85,766+76.0% | $136,294+10.8% | $70,131+115.3% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 19.26% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,724 | $2,966-41.9% | $4,695-63.3% | $2,342-26.4% |
| Participant deferral / active EE | $4,967 | $5,051-1.7% | $6,247-20.5% | $3,332+49.1% |
| Admin fee / account holder | $1,400 | $5,420-74.2% | $9,243-84.9% | $4,645-69.9% |