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 | $152,316 | $81,248+87.5% | $155,509-2.1% | $80,856+88.4% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 18.62% | 33.31%-14.7pp | 64.67%-46.0pp | 35.59%-17.0pp |
| Employer contribution / active EE | $9,532 | $3,100+207.4% | $4,672+104.0% | $2,755+246.0% |
| Participant deferral / active EE | $8,496 | $3,452+146.1% | $5,626+51.0% | $4,296+97.8% |
| Admin fee / account holder | $2,073 | $7,997-74.1% | $15,912-87.0% | $6,918-70.0% |