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 | $151,309 | $96,484+56.8% | $156,263-3.2% | $74,304+103.6% |
| Participation rate | 78.8% | 67.7%+11.2pp | 78.9%-0.1pp | 60.3%+18.5pp |
| Annual return | 16.22% | 17.73%-1.5pp | 59.47%-43.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $849 | $2,528-66.4% | $4,333-80.4% | $2,241-62.1% |
| Participant deferral / active EE | $6,016 | $4,286+40.4% | $6,158-2.3% | $3,767+59.7% |
| Admin fee / account holder | $4,512 | $3,728+21.0% | $14,255-68.3% | $2,969+52.0% |