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 | $151,960 | $109,413+38.9% | $156,263-2.8% | $84,808+79.2% |
| Participation rate | 88.7% | 72.7%+16.0pp | 78.9%+9.8pp | 68.3%+20.4pp |
| Annual return | 16.05% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,024 | $2,907+38.4% | $4,333-7.1% | $2,631+53.0% |
| Participant deferral / active EE | $5,377 | $4,590+17.1% | $6,158-12.7% | $4,212+27.7% |
| Admin fee / account holder | $23,993 | $9,357+156.4% | $14,255+68.3% | $7,344+226.7% |