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 | $153,390 | $80,717+90.0% | $154,803-0.9% | $84,808+80.9% |
| Participation rate | 80.6% | 66.8%+13.8pp | 78.1%+2.6pp | 68.3%+12.3pp |
| Annual return | 14.53% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,239 | $2,761+53.5% | $4,305-1.6% | $2,631+61.1% |
| Participant deferral / active EE | $9,156 | $3,303+177.2% | $5,540+65.3% | $4,212+117.4% |
| Admin fee / account holder | $2,653 | $6,746-60.7% | $14,329-81.5% | $7,344-63.9% |