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 | $150,289 | $71,883+109.1% | $86,677+73.4% | $68,494+119.4% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | 6.18% | 3.52%+2.7pp | 35.91%-29.7pp | -7.84%+14.0pp |
| Employer contribution / active EE | $3,484 | $2,173+60.4% | $2,836+22.8% | $2,596+34.2% |
| Participant deferral / active EE | $6,081 | $3,779+60.9% | $4,656+30.6% | $4,027+51.0% |
| Admin fee / account holder | $5,658 | $6,112-7.4% | $7,493-24.5% | $5,403+4.7% |