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 | $157,832 | $99,877+58.0% | $84,966+85.8% | $145,922+8.2% |
| Participation rate | 77.3% | 74.1%+3.2pp | 67.5%+9.8pp | 80.3%-3.0pp |
| Annual return | 11.63% | 83.76%-72.1pp | 66.38%-54.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,735 | $3,231+15.6% | $2,727+36.9% | $4,660-19.8% |
| Participant deferral / active EE | $10,734 | $5,291+102.9% | $4,519+137.5% | $6,688+60.5% |
| Admin fee / account holder | $1,844 | $7,248-74.6% | $6,149-70.0% | $13,397-86.2% |