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 | $151,465 | $74,927+102.1% | $101,794+48.8% | $84,808+78.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 18.50% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,935 | $1,522+92.9% | $2,289+28.2% | $2,631+11.6% |
| Participant deferral / active EE | $4,320 | $3,099+39.4% | $4,084+5.8% | $4,212+2.6% |
| Admin fee / account holder | $12,404 | $6,514+90.4% | $8,777+41.3% | $7,344+68.9% |