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 | $148,038 | $78,422+88.8% | $95,952+54.3% | $79,858+85.4% |
| Participation rate | 87.0% | 73.5%+13.5pp | 77.1%+9.9pp | 69.6%+17.3pp |
| Annual return | 12.25% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,094 | $1,945+7.6% | $2,541-17.6% | $2,471-15.3% |
| Participant deferral / active EE | $4,920 | $3,440+43.0% | $4,167+18.1% | $3,740+31.6% |
| Admin fee / account holder | $452 | $5,622-92.0% | $6,795-93.3% | $5,306-91.5% |