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 | $154,163 | $109,881+40.3% | $150,045+2.7% | $84,808+81.8% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 19.36% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,860 | $3,561+36.5% | $4,693+3.5% | $2,631+84.7% |
| Participant deferral / active EE | $11,757 | $6,636+77.2% | $7,997+47.0% | $4,212+179.2% |
| Admin fee / account holder | $8,485 | $8,568-1.0% | $13,435-36.8% | $7,344+15.5% |