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 | $155,875 | $80,717+93.1% | $154,803+0.7% | $84,808+83.8% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 15.46% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,954 | $2,761+79.4% | $4,305+15.1% | $2,631+88.3% |
| Participant deferral / active EE | $6,813 | $3,303+106.3% | $5,540+23.0% | $4,212+61.8% |
| Admin fee / account holder | $81,942 | $6,746+1114.7% | $14,329+471.9% | $7,344+1015.8% |