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 | $144,198 | $109,413+31.8% | $156,263-7.7% | $84,808+70.0% |
| Participation rate | 98.3% | 72.7%+25.6pp | 78.9%+19.4pp | 68.3%+30.0pp |
| Annual return | 16.49% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,806 | $2,907+134.1% | $4,333+57.1% | $2,631+158.7% |
| Participant deferral / active EE | $8,380 | $4,590+82.6% | $6,158+36.1% | $4,212+99.0% |
| Admin fee / account holder | $7,822 | $9,357-16.4% | $14,255-45.1% | $7,344+6.5% |