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 | $155,832 | $95,266+63.6% | $82,389+89.1% | $142,382+9.4% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.5%+9.4pp | 80.1%-1.2pp |
| Annual return | 14.49% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,278 | $2,991+9.6% | $2,517+30.2% | $4,299-23.8% |
| Participant deferral / active EE | $4,414 | $4,809-8.2% | $4,155+6.3% | $6,507-32.2% |
| Admin fee / account holder | $28,605 | $8,563+234.0% | $7,231+295.6% | $12,624+126.6% |