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 | $150,411 | $93,571+60.7% | $135,903+10.7% | $75,163+100.1% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+15.0pp |
| Annual return | 16.13% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,429 | $3,537-31.3% | $4,856-50.0% | $2,670-9.0% |
| Participant deferral / active EE | $5,950 | $6,404-7.1% | $7,758-23.3% | $4,125+44.2% |
| Admin fee / account holder | $6,598 | $6,975-5.4% | $10,762-38.7% | $5,651+16.8% |