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 | $150,716 | $78,705+91.5% | $117,854+27.9% | $70,131+114.9% |
| Participation rate | 96.8% | 73.2%+23.6pp | 79.7%+17.1pp | 69.5%+27.2pp |
| Annual return | 14.00% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,006 | $2,223+125.2% | $3,786+32.2% | $2,342+113.7% |
| Participant deferral / active EE | $6,685 | $3,297+102.7% | $4,482+49.2% | $3,332+100.6% |
| Admin fee / account holder | $3,091 | $5,065-39.0% | $8,020-61.5% | $4,645-33.5% |