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 | $148,439 | $56,110+164.6% | $94,993+56.3% | $70,131+111.7% |
| Participation rate | 87.7% | 65.0%+22.7pp | 73.9%+13.8pp | 69.5%+18.2pp |
| Annual return | 17.20% | 51.02%-33.8pp | 27.12%-9.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $902 | $1,442-37.5% | $2,603-65.4% | $2,342-61.5% |
| Participant deferral / active EE | $8,145 | $2,391+240.6% | $3,317+145.6% | $3,332+144.5% |
| Admin fee / account holder | $8,037 | $3,456+132.5% | $4,960+62.0% | $4,645+73.0% |