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 | $152,387 | $109,413+39.3% | $156,263-2.5% | $84,808+79.7% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.6pp | 68.3%+27.2pp |
| Annual return | 15.11% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,600 | $2,907+92.6% | $4,333+29.2% | $2,631+112.8% |
| Participant deferral / active EE | $5,431 | $4,590+18.3% | $6,158-11.8% | $4,212+29.0% |
| Admin fee / account holder | $18,676 | $9,357+99.6% | $14,255+31.0% | $7,344+154.3% |