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 | $151,690 | $98,750+53.6% | $149,696+1.3% | $79,858+90.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 17.89% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,606 | $3,216+12.1% | $4,644-22.4% | $2,471+46.0% |
| Participant deferral / active EE | $8,991 | $5,680+58.3% | $6,842+31.4% | $3,740+140.4% |
| Admin fee / account holder | $12,031 | $6,053+98.8% | $9,309+29.2% | $5,306+126.7% |