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 | $154,835 | $109,881+40.9% | $150,045+3.2% | $84,808+82.6% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,583 | $3,561+28.7% | $4,693-2.4% | $2,631+74.2% |
| Participant deferral / active EE | $11,983 | $6,636+80.6% | $7,997+49.8% | $4,212+184.5% |
| Admin fee / account holder | $17,227 | $8,568+101.1% | $13,435+28.2% | $7,344+134.6% |