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 | $152,449 | $74,927+103.5% | $101,794+49.8% | $84,808+79.8% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.2%+28.1pp | 68.3%+29.0pp |
| Annual return | 13.43% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,462 | $1,522+258.9% | $2,289+138.6% | $2,631+107.6% |
| Participant deferral / active EE | $7,587 | $3,099+144.8% | $4,084+85.8% | $4,212+80.1% |
| Admin fee / account holder | $3,938 | $6,514-39.5% | $8,777-55.1% | $7,344-46.4% |