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 | $144,770 | $109,413+32.3% | $156,263-7.4% | $84,808+70.7% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 18.04% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,887 | $2,907+68.1% | $4,333+12.8% | $2,631+85.7% |
| Participant deferral / active EE | $4,773 | $4,590+4.0% | $6,158-22.5% | $4,212+13.3% |
| Admin fee / account holder | $5,469 | $9,357-41.5% | $14,255-61.6% | $7,344-25.5% |