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 | $150,124 | $100,923+48.8% | $150,045+0.1% | $74,304+102.0% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 15.45% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,530 | $3,463-26.9% | $4,693-46.1% | $2,241+12.9% |
| Participant deferral / active EE | $6,073 | $6,709-9.5% | $7,997-24.1% | $3,767+61.2% |
| Admin fee / account holder | $4,045 | $2,767+46.2% | $13,435-69.9% | $2,969+36.2% |