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 | $149,551 | $83,477+79.2% | $125,175+19.5% | $72,985+104.9% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 23.77% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,832 | $2,345+106.1% | $3,865+25.0% | $2,440+98.1% |
| Participant deferral / active EE | $5,821 | $3,585+62.4% | $4,937+17.9% | $3,607+61.4% |
| Admin fee / account holder | $36,335 | $5,517+558.6% | $9,702+274.5% | $5,124+609.1% |