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 | $151,815 | $80,717+88.1% | $154,803-1.9% | $84,808+79.0% |
| Participation rate | 93.3% | 66.8%+26.5pp | 78.1%+15.3pp | 68.3%+25.0pp |
| Annual return | 13.92% | 37.96%-24.0pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $863 | $2,761-68.7% | $4,305-79.9% | $2,631-67.2% |
| Participant deferral / active EE | $6,482 | $3,303+96.2% | $5,540+17.0% | $4,212+53.9% |
| Admin fee / account holder | $43,944 | $6,746+551.4% | $14,329+206.7% | $7,344+498.4% |