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 | $154,923 | $95,803+61.7% | $113,168+36.9% | $84,808+82.7% |
| Participation rate | 78.2% | 72.9%+5.3pp | 76.6%+1.6pp | 68.3%+9.9pp |
| Annual return | 17.36% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,412 | $2,360-40.2% | $2,975-52.5% | $2,631-46.3% |
| Participant deferral / active EE | $5,110 | $4,242+20.5% | $5,107+0.1% | $4,212+21.3% |
| Admin fee / account holder | $77,993 | $8,989+767.7% | $12,068+546.3% | $7,344+962.0% |