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 | $143,742 | $80,717+78.1% | $154,803-7.1% | $84,808+69.5% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.6pp | 68.3%+26.3pp |
| Annual return | 17.59% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,422 | $2,761+132.6% | $4,305+49.2% | $2,631+144.1% |
| Participant deferral / active EE | $4,040 | $3,303+22.3% | $5,540-27.1% | $4,212-4.1% |
| Admin fee / account holder | $17,146 | $6,746+154.2% | $14,329+19.7% | $7,344+133.5% |