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 | $147,311 | $94,625+55.7% | $116,228+26.7% | $84,808+73.7% |
| Participation rate | 79.7% | 70.4%+9.2pp | 74.6%+5.1pp | 68.3%+11.4pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $7,753 | $2,347+230.4% | $2,994+158.9% | $2,631+194.7% |
| Participant deferral / active EE | $4,750 | $3,972+19.6% | $4,953-4.1% | $4,212+12.8% |
| Admin fee / account holder | $4,159 | $10,091-58.8% | $11,989-65.3% | $7,344-43.4% |