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 5-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 | $159,583 | $109,881+45.2% | $150,045+6.4% | $84,808+88.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 21.64% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,441 | $3,561+24.7% | $4,693-5.4% | $2,631+68.8% |
| Participant deferral / active EE | $7,731 | $6,636+16.5% | $7,997-3.3% | $4,212+83.6% |
| Admin fee / account holder | $11,165 | $8,568+30.3% | $13,435-16.9% | $7,344+52.0% |