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 | $149,193 | $59,101+152.4% | $77,163+93.3% | $75,163+98.5% |
| Participation rate | 92.1% | 63.9%+28.2pp | 69.6%+22.5pp | 67.2%+24.9pp |
| Annual return | 13.95% | 26.71%-12.8pp | 37.87%-23.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,576 | $1,995+129.3% | $2,535+80.5% | $2,670+71.4% |
| Participant deferral / active EE | $7,370 | $2,999+145.7% | $3,833+92.3% | $4,125+78.7% |
| Admin fee / account holder | $3,100 | $4,774-35.1% | $5,472-43.4% | $5,651-45.1% |