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 | $159,253 | $56,897+179.9% | $84,750+87.9% | $62,891+153.2% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 7.12% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $8,074 | $2,400+236.5% | $3,574+125.9% | $2,281+254.0% |
| Participant deferral / active EE | $6,652 | $2,709+145.6% | $3,712+79.2% | $3,203+107.7% |
| Admin fee / account holder | $7,393 | $3,581+106.5% | $5,332+38.6% | $4,296+72.1% |