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 | $147,420 | $80,717+82.6% | $154,803-4.8% | $84,808+73.8% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 13.22% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,368 | $2,761+94.4% | $4,305+24.7% | $2,631+104.0% |
| Participant deferral / active EE | $7,164 | $3,303+116.9% | $5,540+29.3% | $4,212+70.1% |
| Admin fee / account holder | $1,301 | $6,746-80.7% | $14,329-90.9% | $7,344-82.3% |