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 | $152,368 | $109,881+38.7% | $150,045+1.5% | $84,808+79.7% |
| Participation rate | 77.1% | 76.1%+1.0pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 15.89% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,322 | $3,561-34.8% | $4,693-50.5% | $2,631-11.7% |
| Participant deferral / active EE | $6,254 | $6,636-5.8% | $7,997-21.8% | $4,212+48.5% |
| Admin fee / account holder | $3,308 | $8,568-61.4% | $13,435-75.4% | $7,344-55.0% |