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 | $145,125 | $82,978+74.9% | $129,995+11.6% | $71,457+103.1% |
| Participation rate | 99.0% | 74.1%+25.0pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 18.50% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,987 | $2,622+90.2% | $4,320+15.4% | $2,588+92.7% |
| Participant deferral / active EE | $8,228 | $4,432+85.7% | $5,820+41.4% | $4,289+91.9% |
| Admin fee / account holder | $7,251 | $1,729+319.4% | $10,614-31.7% | $1,587+356.8% |