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 | $145,955 | $72,277+101.9% | $101,248+44.2% | $79,858+82.8% |
| Participation rate | 83.1% | 68.5%+14.6pp | 75.8%+7.2pp | 69.6%+13.4pp |
| Annual return | 17.60% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,244 | $2,692+94.8% | $3,660+43.3% | $2,471+112.2% |
| Participant deferral / active EE | $6,765 | $3,282+106.2% | $4,370+54.8% | $3,740+80.9% |
| Admin fee / account holder | $4,855 | $4,400+10.3% | $5,945-18.3% | $5,306-8.5% |