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 | $147,110 | $86,929+69.2% | $102,423+43.6% | $80,856+81.9% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,881 | $2,369+190.4% | $3,023+127.6% | $2,755+149.8% |
| Participant deferral / active EE | $5,941 | $4,118+44.3% | $5,053+17.6% | $4,296+38.3% |
| Admin fee / account holder | $12,777 | $8,049+58.7% | $9,451+35.2% | $6,918+84.7% |