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 | $145,184 | $81,248+78.7% | $155,509-6.6% | $80,856+79.6% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.8pp | 67.6%+31.3pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $7,454 | $3,100+140.4% | $4,672+59.5% | $2,755+170.6% |
| Participant deferral / active EE | $3,428 | $3,452-0.7% | $5,626-39.1% | $4,296-20.2% |
| Admin fee / account holder | $4,279 | $7,997-46.5% | $15,912-73.1% | $6,918-38.2% |