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 | $150,505 | $89,753+67.7% | $107,525+40.0% | $84,808+77.5% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 16.13% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,132 | $3,113+129.1% | $3,754+90.0% | $2,631+171.1% |
| Participant deferral / active EE | $4,727 | $4,056+16.5% | $5,116-7.6% | $4,212+12.2% |
| Admin fee / account holder | $951 | $7,222-86.8% | $8,919-89.3% | $7,344-87.1% |