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 | $147,450 | $83,477+76.6% | $125,175+17.8% | $72,985+102.0% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 21.90% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,373 | $2,345+86.5% | $3,865+13.1% | $2,440+79.2% |
| Participant deferral / active EE | $4,084 | $3,585+13.9% | $4,937-17.3% | $3,607+13.2% |
| Admin fee / account holder | $3,948 | $5,517-28.4% | $9,702-59.3% | $5,124-22.9% |