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 | $150,719 | $77,634+94.1% | $156,549-3.7% | $62,891+139.7% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 7.04% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,050 | $3,444-11.4% | $5,501-44.6% | $2,281+33.7% |
| Participant deferral / active EE | $6,103 | $3,045+100.4% | $4,871+25.3% | $3,203+90.6% |
| Admin fee / account holder | $26,896 | $5,561+383.6% | $13,027+106.5% | $4,296+526.1% |