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 | $146,150 | $123,793+18.1% | $177,821-17.8% | $79,858+83.0% |
| Participation rate | 82.6% | 84.7%-2.0pp | 87.7%-5.1pp | 69.6%+13.0pp |
| Annual return | 33.52% | 22.82%+10.7pp | 48.32%-14.8pp | 31.71%+1.8pp |
| Employer contribution / active EE | $5,396 | $4,095+31.8% | $5,918-8.8% | $2,471+118.4% |
| Participant deferral / active EE | $13,498 | $5,956+126.6% | $7,714+75.0% | $3,740+260.9% |
| Admin fee / account holder | $7,557 | $7,243+4.3% | $12,427-39.2% | $5,306+42.4% |