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 | $152,041 | $115,770+31.3% | $101,248+50.2% | $158,922-4.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.56% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,578 | $4,175-38.2% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $8,806 | $4,957+77.6% | $4,370+101.5% | $5,982+47.2% |
| Admin fee / account holder | $824 | $7,245-88.6% | $5,945-86.1% | $11,246-92.7% |