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 | $149,780 | $109,881+36.3% | $150,045-0.2% | $84,808+76.6% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 18.20% | 28.25%-10.0pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,171 | $3,561+45.2% | $4,693+10.2% | $2,631+96.5% |
| Participant deferral / active EE | $12,091 | $6,636+82.2% | $7,997+51.2% | $4,212+187.1% |
| Admin fee / account holder | $1,697 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |