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 | $150,023 | $60,892+146.4% | $82,389+82.1% | $84,808+76.9% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 15.58% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $7,963 | $1,779+347.5% | $2,517+216.4% | $2,631+202.7% |
| Participant deferral / active EE | $9,253 | $3,179+191.1% | $4,155+122.7% | $4,212+119.7% |
| Admin fee / account holder | $21,825 | $5,467+299.2% | $7,231+201.8% | $7,344+197.2% |