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 | $153,194 | $49,227+211.2% | $70,449+117.5% | $79,858+91.8% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | 10.06% | 30.06%-20.0pp | 109.03%-99.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,210 | $2,099+53.0% | $2,737+17.3% | $2,471+29.9% |
| Participant deferral / active EE | $7,120 | $2,768+157.2% | $3,709+92.0% | $3,740+90.4% |
| Admin fee / account holder | $4,345 | $2,878+51.0% | $3,845+13.0% | $5,306-18.1% |