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 | $148,991 | $96,484+54.4% | $156,263-4.7% | $74,304+100.5% |
| Participation rate | 89.0% | 67.7%+21.3pp | 78.9%+10.1pp | 60.3%+28.6pp |
| Annual return | 17.16% | 17.73%-0.6pp | 59.47%-42.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $5,654 | $2,528+123.6% | $4,333+30.5% | $2,241+152.3% |
| Participant deferral / active EE | $8,386 | $4,286+95.7% | $6,158+36.2% | $3,767+122.6% |
| Admin fee / account holder | $3,543 | $3,728-4.9% | $14,255-75.1% | $2,969+19.3% |