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 | $145,819 | $79,944+82.4% | $98,439+48.1% | $75,163+94.0% |
| Participation rate | 90.5% | 70.4%+20.1pp | 75.2%+15.3pp | 67.2%+23.3pp |
| Annual return | 15.40% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $9,551 | $2,264+321.9% | $3,048+213.4% | $2,670+257.7% |
| Participant deferral / active EE | $6,466 | $3,752+72.3% | $4,738+36.5% | $4,125+56.8% |
| Admin fee / account holder | $5,862 | $6,840-14.3% | $8,948-34.5% | $5,651+3.7% |