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 | $155,125 | $93,346+66.2% | $71,796+116.1% | $273,961-43.4% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 83.0%-12.4pp |
| Annual return | 6.38% | 130.39%-124.0pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,025 | $2,733-62.5% | $1,924-46.7% | $4,869-78.9% |
| Participant deferral / active EE | $7,164 | $3,475+106.1% | $2,794+156.4% | $5,287+35.5% |
| Admin fee / account holder | $1,253 | $6,571-80.9% | $4,815-74.0% | $10,132-87.6% |