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 | $155,867 | $95,803+62.7% | $113,168+37.7% | $84,808+83.8% |
| Participation rate | 78.3% | 72.9%+5.4pp | 76.6%+1.7pp | 68.3%+10.0pp |
| Annual return | 15.58% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,336 | $2,360-43.4% | $2,975-55.1% | $2,631-49.2% |
| Participant deferral / active EE | $7,103 | $4,242+67.4% | $5,107+39.1% | $4,212+68.6% |
| Admin fee / account holder | $13,109 | $8,989+45.8% | $12,068+8.6% | $7,344+78.5% |