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 | $153,128 | $94,625+61.8% | $116,228+31.7% | $84,808+80.6% |
| Participation rate | 94.2% | 70.4%+23.8pp | 74.6%+19.7pp | 68.3%+25.9pp |
| Annual return | 14.72% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,625 | $2,347+54.5% | $2,994+21.0% | $2,631+37.8% |
| Participant deferral / active EE | $8,418 | $3,972+111.9% | $4,953+69.9% | $4,212+99.9% |
| Admin fee / account holder | $13,788 | $10,091+36.6% | $11,989+15.0% | $7,344+87.8% |