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 | $146,465 | $77,634+88.7% | $156,549-6.4% | $62,891+132.9% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 6.80% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,771 | $3,444+125.7% | $5,501+41.3% | $2,281+240.7% |
| Participant deferral / active EE | $4,699 | $3,045+54.3% | $4,871-3.5% | $3,203+46.7% |
| Admin fee / account holder | $170,831 | $5,561+2971.9% | $13,027+1211.3% | $4,296+3876.9% |