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 | $149,570 | $56,317+165.6% | $71,209+110.0% | $74,304+101.3% |
| Participation rate | 85.3% | 55.1%+30.2pp | 73.8%+11.5pp | 60.3%+24.9pp |
| Annual return | 15.54% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,630 | $2,160+68.0% | $2,721+33.4% | $2,241+62.0% |
| Participant deferral / active EE | $6,689 | $2,788+139.9% | $4,175+60.2% | $3,767+77.6% |
| Admin fee / account holder | $15,495 | $2,290+576.8% | $5,349+189.7% | $2,969+421.9% |