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 | $148,856 | $81,248+83.2% | $155,509-4.3% | $80,856+84.1% |
| Participation rate | 87.7% | 66.2%+21.5pp | 78.2%+9.5pp | 67.6%+20.1pp |
| Annual return | 26.02% | 33.31%-7.3pp | 64.67%-38.6pp | 35.59%-9.6pp |
| Employer contribution / active EE | $7,341 | $3,100+136.8% | $4,672+57.1% | $2,755+166.5% |
| Participant deferral / active EE | $4,469 | $3,452+29.5% | $5,626-20.6% | $4,296+4.0% |
| Admin fee / account holder | $2,058 | $7,997-74.3% | $15,912-87.1% | $6,918-70.3% |