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 | $158,360 | $100,326+57.8% | $180,183-12.1% | $84,808+86.7% |
| Participation rate | 98.3% | 71.0%+27.3pp | 77.4%+20.8pp | 68.3%+30.0pp |
| Annual return | 21.07% | 17.86%+3.2pp | 27.86%-6.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $11,728 | $3,269+258.7% | $5,039+132.7% | $2,631+345.8% |
| Participant deferral / active EE | $17,435 | $5,066+244.2% | $6,822+155.6% | $4,212+314.0% |
| Admin fee / account holder | $15,571 | $9,674+61.0% | $19,975-22.0% | $7,344+112.0% |