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 | $145,531 | $110,257+32.0% | $96,544+50.7% | $139,434+4.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 20.26% | 26.32%-6.1pp | 25.84%-5.6pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,311 | $3,620+19.1% | $2,965+45.4% | $4,751-9.3% |
| Participant deferral / active EE | $10,202 | $5,548+83.9% | $4,851+110.3% | $6,710+52.0% |
| Admin fee / account holder | $3,880 | $11,591-66.5% | $8,252-53.0% | $11,403-66.0% |