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 | $153,300 | $98,750+55.2% | $149,696+2.4% | $79,858+92.0% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 13.18% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,816 | $3,216-12.4% | $4,644-39.4% | $2,471+14.0% |
| Participant deferral / active EE | $7,061 | $5,680+24.3% | $6,842+3.2% | $3,740+88.8% |
| Admin fee / account holder | $4,922 | $6,053-18.7% | $9,309-47.1% | $5,306-7.2% |