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 | $147,248 | $109,881+34.0% | $150,045-1.9% | $84,808+73.6% |
| Participation rate | 73.8% | 76.1%-2.3pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 20.75% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,209 | $3,561+18.2% | $4,693-10.3% | $2,631+60.0% |
| Participant deferral / active EE | $10,456 | $6,636+57.6% | $7,997+30.7% | $4,212+148.3% |
| Admin fee / account holder | $19,008 | $8,568+121.8% | $13,435+41.5% | $7,344+158.8% |