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 | $159,624 | $54,762+191.5% | $90,281+76.8% | $72,985+118.7% |
| Participation rate | 94.4% | 65.1%+29.3pp | 73.3%+21.2pp | 69.5%+25.0pp |
| Annual return | 22.53% | 30.63%-8.1pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,852 | $2,092+179.7% | $2,854+105.0% | $2,440+139.8% |
| Participant deferral / active EE | $9,090 | $2,887+214.9% | $3,885+134.0% | $3,607+152.0% |
| Admin fee / account holder | $4,098 | $3,972+3.2% | $5,351-23.4% | $5,124-20.0% |