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 | $149,705 | $109,881+36.2% | $150,045-0.2% | $84,808+76.5% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.58% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,769 | $3,561+90.1% | $4,693+44.2% | $2,631+157.3% |
| Participant deferral / active EE | $4,561 | $6,636-31.3% | $7,997-43.0% | $4,212+8.3% |
| Admin fee / account holder | $2,679 | $8,568-68.7% | $13,435-80.1% | $7,344-63.5% |