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 | $155,384 | $109,413+42.0% | $156,263-0.6% | $84,808+83.2% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 18.01% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,789 | $2,907+64.8% | $4,333+10.5% | $2,631+82.0% |
| Participant deferral / active EE | $12,920 | $4,590+181.5% | $6,158+109.8% | $4,212+206.8% |
| Admin fee / account holder | $6,842 | $9,357-26.9% | $14,255-52.0% | $7,344-6.8% |