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 | $150,219 | $93,571+60.5% | $135,903+10.5% | $75,163+99.9% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 17.41% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,376 | $3,537+23.7% | $4,856-9.9% | $2,670+63.9% |
| Participant deferral / active EE | $7,868 | $6,404+22.9% | $7,758+1.4% | $4,125+90.7% |
| Admin fee / account holder | $1,172 | $6,975-83.2% | $10,762-89.1% | $5,651-79.3% |