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 | $150,743 | $80,717+86.8% | $154,803-2.6% | $84,808+77.7% |
| Participation rate | 98.6% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,595 | $2,761+138.8% | $4,305+53.2% | $2,631+150.7% |
| Participant deferral / active EE | $4,170 | $3,303+26.2% | $5,540-24.7% | $4,212-1.0% |
| Admin fee / account holder | $26,157 | $6,746+287.8% | $14,329+82.5% | $7,344+256.2% |