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 | $143,993 | $109,881+31.0% | $150,045-4.0% | $84,808+69.8% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 15.60% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,829 | $3,561+35.6% | $4,693+2.9% | $2,631+83.5% |
| Participant deferral / active EE | $17,048 | $6,636+156.9% | $7,997+113.2% | $4,212+304.8% |
| Admin fee / account holder | $13,279 | $8,568+55.0% | $13,435-1.2% | $7,344+80.8% |