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 | $158,611 | $117,983+34.4% | $101,794+55.8% | $142,382+11.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 11.50% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,620 | $2,773-41.6% | $2,289-29.2% | $4,299-62.3% |
| Participant deferral / active EE | $4,383 | $4,714-7.0% | $4,084+7.3% | $6,507-32.6% |
| Admin fee / account holder | $41,673 | $10,433+299.4% | $8,777+374.8% | $12,624+230.1% |