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 | $156,334 | $109,881+42.3% | $150,045+4.2% | $84,808+84.3% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 17.43% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,528 | $3,561-0.9% | $4,693-24.8% | $2,631+34.1% |
| Participant deferral / active EE | $9,893 | $6,636+49.1% | $7,997+23.7% | $4,212+134.9% |
| Admin fee / account holder | $9,302 | $8,568+8.6% | $13,435-30.8% | $7,344+26.7% |