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 | $145,438 | $64,480+125.6% | $81,382+78.7% | $80,856+79.9% |
| Participation rate | 95.4% | 63.9%+31.5pp | 69.5%+25.9pp | 67.6%+27.8pp |
| Annual return | 18.09% | 16.34%+1.8pp | 24.73%-6.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $7,802 | $1,978+294.4% | $2,463+216.8% | $2,755+183.2% |
| Participant deferral / active EE | $7,395 | $3,094+139.0% | $3,883+90.5% | $4,296+72.2% |
| Admin fee / account holder | $1,526 | $5,671-73.1% | $5,768-73.5% | $6,918-77.9% |