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 | $151,320 | $78,422+93.0% | $95,952+57.7% | $79,858+89.5% |
| Participation rate | 74.6% | 73.5%+1.1pp | 77.1%-2.4pp | 69.6%+5.0pp |
| Annual return | 25.50% | 19.37%+6.1pp | 91.61%-66.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $793 | $1,945-59.2% | $2,541-68.8% | $2,471-67.9% |
| Participant deferral / active EE | $1,994 | $3,440-42.0% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $18,447 | $5,622+228.1% | $6,795+171.5% | $5,306+247.7% |