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 | $151,770 | $78,422+93.5% | $95,952+58.2% | $79,858+90.1% |
| Participation rate | 86.4% | 73.5%+12.9pp | 77.1%+9.3pp | 69.6%+16.7pp |
| Annual return | 19.01% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,306 | $1,945+18.6% | $2,541-9.2% | $2,471-6.7% |
| Participant deferral / active EE | $5,868 | $3,440+70.6% | $4,167+40.8% | $3,740+56.9% |
| Admin fee / account holder | $870 | $5,622-84.5% | $6,795-87.2% | $5,306-83.6% |