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 | $150,147 | $123,793+21.3% | $177,821-15.6% | $79,858+88.0% |
| Participation rate | 72.3% | 84.7%-12.3pp | 87.7%-15.4pp | 69.6%+2.7pp |
| Annual return | 19.61% | 22.82%-3.2pp | 48.32%-28.7pp | 31.71%-12.1pp |
| Employer contribution / active EE | $7,985 | $4,095+95.0% | $5,918+34.9% | $2,471+223.2% |
| Participant deferral / active EE | $9,624 | $5,956+61.6% | $7,714+24.8% | $3,740+157.3% |
| Admin fee / account holder | $15,989 | $7,243+120.8% | $12,427+28.7% | $5,306+201.3% |