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 | $153,316 | $63,114+142.9% | $92,893+65.0% | $65,185+135.2% |
| Participation rate | 78.1% | 68.8%+9.3pp | 76.0%+2.1pp | 70.2%+7.9pp |
| Annual return | 23.54% | 28.75%-5.2pp | 109.41%-85.9pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,662 | $2,571+42.5% | $3,653+0.3% | $2,177+68.2% |
| Participant deferral / active EE | $4,937 | $3,108+58.9% | $4,236+16.6% | $3,514+40.5% |
| Admin fee / account holder | $10,177 | $624+1532.0% | $5,794+75.6% | $847+1101.4% |