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 | $150,082 | $72,492+107.0% | $87,100+72.3% | $72,985+105.6% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 22.33% | 24.46%-2.1pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $5,004 | $1,894+164.2% | $2,521+98.5% | $2,440+105.1% |
| Participant deferral / active EE | $6,771 | $3,270+107.1% | $4,049+67.2% | $3,607+87.7% |
| Admin fee / account holder | $9,334 | $5,055+84.7% | $7,497+24.5% | $5,124+82.1% |