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 | $146,210 | $118,450+23.4% | $98,439+48.5% | $139,434+4.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 15.61% | 18.94%-3.3pp | 21.16%-5.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $20,567 | $3,609+469.8% | $3,048+574.8% | $4,751+332.9% |
| Participant deferral / active EE | $7,835 | $5,392+45.3% | $4,738+65.4% | $6,710+16.8% |
| Admin fee / account holder | $9,470 | $14,026-32.5% | $8,948+5.8% | $11,403-16.9% |