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 | $149,055 | $95,803+55.6% | $113,168+31.7% | $84,808+75.8% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 14.54% | 25.00%-10.5pp | 24.27%-9.7pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,881 | $2,360+106.8% | $2,975+64.1% | $2,631+85.5% |
| Participant deferral / active EE | $8,458 | $4,242+99.4% | $5,107+65.6% | $4,212+100.8% |
| Admin fee / account holder | $2,432 | $8,989-72.9% | $12,068-79.8% | $7,344-66.9% |