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 | $151,805 | $127,065+19.5% | $113,168+34.1% | $142,382+6.6% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 11.46% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,780 | $3,442+38.9% | $2,975+60.7% | $4,299+11.2% |
| Participant deferral / active EE | $5,391 | $5,716-5.7% | $5,107+5.6% | $6,507-17.2% |
| Admin fee / account holder | $8,441 | $15,736-46.4% | $12,068-30.1% | $12,624-33.1% |