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 | $148,528 | $78,672+88.8% | $109,143+36.1% | $85,850+73.0% |
| Participation rate | 91.4% | 68.3%+23.2pp | 75.9%+15.6pp | 69.3%+22.1pp |
| Annual return | 29.75% | 25.09%+4.7pp | 25.75%+4.0pp | 318.53%-288.8pp |
| Employer contribution / active EE | $3,777 | $2,735+38.1% | $3,722+1.5% | $2,565+47.3% |
| Participant deferral / active EE | $8,686 | $3,467+150.5% | $4,653+86.7% | $3,952+119.8% |
| Admin fee / account holder | $1,639 | $5,469-70.0% | $6,752-75.7% | $6,260-73.8% |