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 | $149,688 | $63,299+136.5% | $91,001+64.5% | $62,292+140.3% |
| Participation rate | 93.6% | 73.3%+20.3pp | 75.6%+18.0pp | 69.5%+24.1pp |
| Annual return | 16.64% | 20.99%-4.4pp | 4.60%+12.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,625 | $1,807+100.6% | $2,456+47.6% | $2,042+77.5% |
| Participant deferral / active EE | $6,274 | $2,943+113.2% | $3,547+76.8% | $3,169+98.0% |
| Admin fee / account holder | $3,926 | $468+739.6% | $5,417-27.5% | $479+719.1% |