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 | $150,595 | $81,248+85.4% | $155,509-3.2% | $80,856+86.3% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.3pp | 67.6%+26.8pp |
| Annual return | 13.72% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,643 | $3,100+49.7% | $4,672-0.6% | $2,755+68.5% |
| Participant deferral / active EE | $7,150 | $3,452+107.2% | $5,626+27.1% | $4,296+66.4% |
| Admin fee / account holder | $2,635 | $7,997-67.1% | $15,912-83.4% | $6,918-61.9% |