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 | $150,188 | $60,022+150.2% | $88,946+68.9% | $84,808+77.1% |
| Participation rate | 81.3% | 57.8%+23.4pp | 68.8%+12.4pp | 68.3%+12.9pp |
| Annual return | 13.74% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,044 | $1,703+78.8% | $2,555+19.1% | $2,631+15.7% |
| Participant deferral / active EE | $6,316 | $3,114+102.8% | $4,581+37.9% | $4,212+50.0% |
| Admin fee / account holder | $15,837 | $4,811+229.2% | $8,261+91.7% | $7,344+115.7% |