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 | $139,470 | $185,822-24.9% | $169,993-18.0% | $139,4340% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 14.77% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $7,010 | $7,590-7.6% | $6,785+3.3% | $4,751+47.5% |
| Participant deferral / active EE | $7,036 | $11,622-39.5% | $10,408-32.4% | $6,710+4.9% |
| Admin fee / account holder | $46,071 | $15,381+199.5% | $12,815+259.5% | $11,403+304.0% |