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 | $150,062 | $94,625+58.6% | $116,228+29.1% | $84,808+76.9% |
| Participation rate | 78.8% | 70.4%+8.3pp | 74.6%+4.2pp | 68.3%+10.5pp |
| Annual return | 13.21% | 20.40%-7.2pp | 90.06%-76.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,433 | $2,347+3.7% | $2,994-18.7% | $2,631-7.5% |
| Participant deferral / active EE | $3,787 | $3,972-4.6% | $4,953-23.5% | $4,212-10.1% |
| Admin fee / account holder | $17,196 | $10,091+70.4% | $11,989+43.4% | $7,344+134.2% |