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 | $155,369 | $109,413+42.0% | $156,263-0.6% | $84,808+83.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.67% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,952 | $2,907+35.9% | $4,333-8.8% | $2,631+50.2% |
| Participant deferral / active EE | $6,361 | $4,590+38.6% | $6,158+3.3% | $4,212+51.0% |
| Admin fee / account holder | $20,630 | $9,357+120.5% | $14,255+44.7% | $7,344+180.9% |