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 | $146,237 | $74,927+95.2% | $101,794+43.7% | $84,808+72.4% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.3pp |
| Annual return | 17.69% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,720 | $1,522+210.2% | $2,289+106.2% | $2,631+79.4% |
| Participant deferral / active EE | $7,486 | $3,099+141.5% | $4,084+83.3% | $4,212+77.7% |
| Admin fee / account holder | $2,455 | $6,514-62.3% | $8,777-72.0% | $7,344-66.6% |