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 | $155,315 | $98,750+57.3% | $149,696+3.8% | $79,858+94.5% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.5%-9.7pp | 69.6%+3.1pp |
| Annual return | 18.71% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,517 | $3,216-52.8% | $4,644-67.3% | $2,471-38.6% |
| Participant deferral / active EE | $3,374 | $5,680-40.6% | $6,842-50.7% | $3,740-9.8% |
| Admin fee / account holder | $1,291 | $6,053-78.7% | $9,309-86.1% | $5,306-75.7% |