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 | $152,400 | $76,552+99.1% | $123,892+23.0% | $62,891+142.3% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,037 | $2,883-29.3% | $4,617-55.9% | $2,281-10.7% |
| Participant deferral / active EE | $6,705 | $4,840+38.5% | $5,984+12.0% | $3,203+109.3% |
| Admin fee / account holder | $8,117 | $4,826+68.2% | $8,357-2.9% | $4,296+89.0% |