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 | $145,892 | $76,367+91.0% | $93,606+55.9% | $72,985+99.9% |
| Participation rate | 95.4% | 71.7%+23.6pp | 75.8%+19.6pp | 69.5%+25.9pp |
| Annual return | 20.98% | 25.82%-4.8pp | 32.76%-11.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $5,046 | $2,275+121.8% | $2,718+85.7% | $2,440+106.8% |
| Participant deferral / active EE | $3,675 | $3,538+3.9% | $4,069-9.7% | $3,607+1.9% |
| Admin fee / account holder | $9,504 | $6,838+39.0% | $7,888+20.5% | $5,124+85.5% |