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 | $149,786 | $86,929+72.3% | $102,423+46.2% | $80,856+85.2% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 12.54% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,484 | $2,369+47.1% | $3,023+15.2% | $2,755+26.5% |
| Participant deferral / active EE | $10,067 | $4,118+144.4% | $5,053+99.2% | $4,296+134.4% |
| Admin fee / account holder | $26,228 | $8,049+225.9% | $9,451+177.5% | $6,918+279.1% |