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 | $147,032 | $125,758+16.9% | $169,993-13.5% | $75,163+95.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 20.33% | 27.20%-6.9pp | 53.37%-33.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $7,149 | $4,615+54.9% | $6,785+5.4% | $2,670+167.8% |
| Participant deferral / active EE | $4,106 | $6,837-39.9% | $10,408-60.5% | $4,125-0.5% |
| Admin fee / account holder | $7,932 | $8,173-3.0% | $12,815-38.1% | $5,651+40.4% |