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 | $145,444 | $78,672+84.9% | $109,143+33.3% | $85,850+69.4% |
| Participation rate | 90.0% | 68.3%+21.7pp | 75.9%+14.1pp | 69.3%+20.7pp |
| Annual return | 15.47% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,402 | $2,735+24.4% | $3,722-8.6% | $2,565+32.6% |
| Participant deferral / active EE | $8,659 | $3,467+149.7% | $4,653+86.1% | $3,952+119.1% |
| Admin fee / account holder | $1,426 | $5,469-73.9% | $6,752-78.9% | $6,260-77.2% |