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 9-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 | $150,600 | $57,016+164.1% | $84,966+77.2% | $80,856+86.3% |
| Participation rate | 96.8% | 56.3%+40.4pp | 67.5%+29.3pp | 67.6%+29.1pp |
| Annual return | 14.20% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,756 | $1,798+164.5% | $2,727+74.4% | $2,755+72.6% |
| Participant deferral / active EE | $9,598 | $3,110+208.7% | $4,519+112.4% | $4,296+123.4% |
| Admin fee / account holder | $9,605 | $4,980+92.8% | $6,149+56.2% | $6,918+38.8% |