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 | $152,621 | $89,355+70.8% | $141,162+8.1% | $72,985+109.1% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 24.10% | 111.85%-87.7pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,704 | $3,114-13.2% | $4,735-42.9% | $2,440+10.8% |
| Participant deferral / active EE | $6,898 | $5,418+27.3% | $6,709+2.8% | $3,607+91.2% |
| Admin fee / account holder | $2,048 | $5,958-65.6% | $10,261-80.0% | $5,124-60.0% |