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 | $149,810 | $90,348+65.8% | $75,972+97.2% | $145,922+2.7% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.1%+9.5pp | 80.3%-1.7pp |
| Annual return | 11.20% | 620.88%-609.7pp | 359.55%-348.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,887 | $3,311-12.8% | $2,685+7.5% | $4,660-38.1% |
| Participant deferral / active EE | $10,860 | $5,162+110.4% | $4,255+155.2% | $6,688+62.4% |
| Admin fee / account holder | $762 | $8,467-91.0% | $6,467-88.2% | $13,397-94.3% |