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 | $143,350 | $86,929+64.9% | $102,423+40.0% | $80,856+77.3% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.6%+18.8pp |
| Annual return | 10.60% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,260 | $2,369+79.8% | $3,023+40.9% | $2,755+54.6% |
| Participant deferral / active EE | $9,864 | $4,118+139.5% | $5,053+95.2% | $4,296+129.6% |
| Admin fee / account holder | $11,658 | $8,049+44.8% | $9,451+23.4% | $6,918+68.5% |