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 | $151,950 | $109,413+38.9% | $156,263-2.8% | $84,808+79.2% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 18.41% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,621 | $2,907+93.4% | $4,333+29.7% | $2,631+113.7% |
| Participant deferral / active EE | $4,522 | $4,590-1.5% | $6,158-26.6% | $4,212+7.4% |
| Admin fee / account holder | $3,737 | $9,357-60.1% | $14,255-73.8% | $7,344-49.1% |