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 | $147,060 | $95,803+53.5% | $113,168+29.9% | $84,808+73.4% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 15.20% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,762 | $2,360-25.4% | $2,975-40.8% | $2,631-33.0% |
| Participant deferral / active EE | $2,592 | $4,242-38.9% | $5,107-49.2% | $4,212-38.5% |
| Admin fee / account holder | $1,560 | $8,989-82.6% | $12,068-87.1% | $7,344-78.8% |