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 | $147,322 | $109,881+34.1% | $150,045-1.8% | $84,808+73.7% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 18.25% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,569 | $3,561+28.3% | $4,693-2.7% | $2,631+73.7% |
| Participant deferral / active EE | $8,807 | $6,636+32.7% | $7,997+10.1% | $4,212+109.1% |
| Admin fee / account holder | $26,369 | $8,568+207.8% | $13,435+96.3% | $7,344+259.1% |