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 | $146,777 | $89,355+64.3% | $141,162+4.0% | $72,985+101.1% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.2pp |
| Annual return | 28.50% | 111.85%-83.3pp | 71.39%-42.9pp | 81.00%-52.5pp |
| Employer contribution / active EE | $3,060 | $3,114-1.8% | $4,735-35.4% | $2,440+25.4% |
| Participant deferral / active EE | $9,037 | $5,418+66.8% | $6,709+34.7% | $3,607+150.5% |
| Admin fee / account holder | $14,661 | $5,958+146.1% | $10,261+42.9% | $5,124+186.1% |