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 | $150,384 | $109,413+37.4% | $156,263-3.8% | $84,808+77.3% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.9%+5.4pp | 68.3%+16.0pp |
| Annual return | 22.32% | 20.18%+2.1pp | 59.47%-37.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $8,684 | $2,907+198.7% | $4,333+100.4% | $2,631+230.1% |
| Participant deferral / active EE | $9,013 | $4,590+96.4% | $6,158+46.4% | $4,212+114.0% |
| Admin fee / account holder | $5,542 | $9,357-40.8% | $14,255-61.1% | $7,344-24.5% |