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 | $153,345 | $89,753+70.9% | $107,525+42.6% | $84,808+80.8% |
| Participation rate | 85.1% | 68.1%+17.0pp | 75.1%+10.0pp | 68.3%+16.8pp |
| Annual return | 18.92% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,507 | $3,113-19.5% | $3,754-33.2% | $2,631-4.7% |
| Participant deferral / active EE | $6,938 | $4,056+71.0% | $5,116+35.6% | $4,212+64.7% |
| Admin fee / account holder | $10,633 | $7,222+47.2% | $8,919+19.2% | $7,344+44.8% |