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 | $147,949 | $48,230+206.8% | $67,502+119.2% | $80,856+83.0% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.6%+29.7pp |
| Annual return | 12.47% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,668 | $2,020-17.4% | $2,731-38.9% | $2,755-39.5% |
| Participant deferral / active EE | $5,537 | $2,924+89.4% | $4,000+38.4% | $4,296+28.9% |
| Admin fee / account holder | $2,729 | $3,681-25.9% | $3,998-31.7% | $6,918-60.5% |