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 | $150,755 | $89,355+68.7% | $141,162+6.8% | $72,985+106.6% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,595 | $3,114-16.7% | $4,735-45.2% | $2,440+6.4% |
| Participant deferral / active EE | $7,110 | $5,418+31.2% | $6,709+6.0% | $3,607+97.1% |
| Admin fee / account holder | $8,224 | $5,958+38.0% | $10,261-19.9% | $5,124+60.5% |