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 | $151,007 | $93,571+61.4% | $135,903+11.1% | $75,163+100.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.86% | 30.90%-12.0pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,774 | $3,537+6.7% | $4,856-22.3% | $2,670+41.4% |
| Participant deferral / active EE | $8,662 | $6,404+35.3% | $7,758+11.6% | $4,125+110.0% |
| Admin fee / account holder | $9,095 | $6,975+30.4% | $10,762-15.5% | $5,651+61.0% |