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 | $146,627 | $80,717+81.7% | $154,803-5.3% | $84,808+72.9% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 15.78% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,947 | $2,761+224.0% | $4,305+107.8% | $2,631+240.1% |
| Participant deferral / active EE | $5,831 | $3,303+76.5% | $5,540+5.2% | $4,212+38.5% |
| Admin fee / account holder | $1,936 | $6,746-71.3% | $14,329-86.5% | $7,344-73.6% |