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 | $143,542 | $80,717+77.8% | $154,803-7.3% | $84,808+69.3% |
| Participation rate | 92.5% | 66.8%+25.6pp | 78.1%+14.4pp | 68.3%+24.1pp |
| Annual return | 19.67% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $8,876 | $2,761+221.4% | $4,305+106.1% | $2,631+237.4% |
| Participant deferral / active EE | $17,136 | $3,303+418.8% | $5,540+209.3% | $4,212+306.9% |
| Admin fee / account holder | $8,356 | $6,746+23.9% | $14,329-41.7% | $7,344+13.8% |