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 | $151,550 | $87,733+72.7% | $106,548+42.2% | $85,850+76.5% |
| Participation rate | 91.2% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.9pp |
| Annual return | 17.60% | 21.86%-4.3pp | 26.80%-9.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,132 | $2,073-45.4% | $2,819-59.9% | $2,565-55.9% |
| Participant deferral / active EE | $3,460 | $3,469-0.3% | $4,398-21.3% | $3,952-12.4% |
| Admin fee / account holder | $3,318 | $6,767-51.0% | $7,407-55.2% | $6,260-47.0% |