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 | $150,341 | $109,881+36.8% | $150,045+0.2% | $84,808+77.3% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 15.76% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,334 | $3,561+21.7% | $4,693-7.7% | $2,631+64.7% |
| Participant deferral / active EE | $11,289 | $6,636+70.1% | $7,997+41.2% | $4,212+168.0% |
| Admin fee / account holder | $6,835 | $8,568-20.2% | $13,435-49.1% | $7,344-6.9% |