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 | $152,872 | $104,664+46.1% | $85,682+78.4% | $167,490-8.7% |
| Participation rate | 94.7% | 76.4%+18.4pp | 69.9%+24.9pp | 82.1%+12.6pp |
| Annual return | 17.75% | 21.45%-3.7pp | 21.49%-3.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $7,108 | $3,337+113.0% | $2,618+171.5% | $4,837+46.9% |
| Participant deferral / active EE | $7,500 | $4,824+55.5% | $3,923+91.2% | $6,341+18.3% |
| Admin fee / account holder | $3,126 | $10,032-68.8% | $6,873-54.5% | $12,309-74.6% |