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 | $156,481 | $89,355+75.1% | $141,162+10.9% | $72,985+114.4% |
| Participation rate | 79.8% | 75.1%+4.6pp | 82.5%-2.7pp | 69.5%+10.3pp |
| Annual return | 24.55% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,321 | $3,114-25.5% | $4,735-51.0% | $2,440-4.9% |
| Participant deferral / active EE | $6,168 | $5,418+13.9% | $6,709-8.1% | $3,607+71.0% |
| Admin fee / account holder | $4,848 | $5,958-18.6% | $10,261-52.8% | $5,124-5.4% |