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 | $151,983 | $89,355+70.1% | $141,162+7.7% | $72,985+108.2% |
| Participation rate | 89.1% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 27.75% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,604 | $3,114+15.7% | $4,735-23.9% | $2,440+47.7% |
| Participant deferral / active EE | $9,720 | $5,418+79.4% | $6,709+44.9% | $3,607+169.5% |
| Admin fee / account holder | $4,827 | $5,958-19.0% | $10,261-53.0% | $5,124-5.8% |