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 | $156,124 | $80,717+93.4% | $154,803+0.9% | $84,808+84.1% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 17.93% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $9,811 | $2,761+255.3% | $4,305+127.9% | $2,631+272.9% |
| Participant deferral / active EE | $4,220 | $3,303+27.8% | $5,540-23.8% | $4,212+0.2% |
| Admin fee / account holder | $5,815 | $6,746-13.8% | $14,329-59.4% | $7,344-20.8% |