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 | $154,156 | $93,571+64.7% | $135,903+13.4% | $75,163+105.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.88% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,979 | $3,537+40.8% | $4,856+2.5% | $2,670+86.5% |
| Participant deferral / active EE | $10,026 | $6,404+56.5% | $7,758+29.2% | $4,125+143.0% |
| Admin fee / account holder | $9,461 | $6,975+35.6% | $10,762-12.1% | $5,651+67.4% |