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 | $154,083 | $117,841+30.8% | $102,423+50.4% | $145,922+5.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 25.60% | 31.65%-6.0pp | 29.32%-3.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $6,245 | $3,615+72.8% | $3,023+106.6% | $4,660+34.0% |
| Participant deferral / active EE | $18,752 | $5,731+227.2% | $5,053+271.1% | $6,688+180.4% |
| Admin fee / account holder | $5,839 | $13,326-56.2% | $9,451-38.2% | $13,397-56.4% |