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 | $153,999 | $78,926+95.1% | $136,749+12.6% | $84,808+81.6% |
| Participation rate | 94.6% | 62.2%+32.4pp | 72.1%+22.5pp | 68.3%+26.3pp |
| Annual return | 14.20% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,838 | $2,134+267.3% | $3,400+130.6% | $2,631+197.9% |
| Participant deferral / active EE | $1,639 | $3,168-48.3% | $4,692-65.1% | $4,212-61.1% |
| Admin fee / account holder | $16,829 | $6,369+164.2% | $11,386+47.8% | $7,344+129.2% |