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 | $151,674 | $109,881+38.0% | $150,045+1.1% | $84,808+78.8% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 15.15% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,068 | $3,561+42.3% | $4,693+8.0% | $2,631+92.6% |
| Participant deferral / active EE | $8,456 | $6,636+27.4% | $7,997+5.7% | $4,212+100.8% |
| Admin fee / account holder | $25,778 | $8,568+200.9% | $13,435+91.9% | $7,344+251.0% |