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 | $146,422 | $214,378-31.7% | $200,582-27.0% | $142,382+2.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 25.66% | 46.41%-20.7pp | 42.33%-16.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $8,954 | $6,841+30.9% | $6,419+39.5% | $4,299+108.3% |
| Participant deferral / active EE | $18,230 | $9,865+84.8% | $9,331+95.4% | $6,507+180.1% |
| Admin fee / account holder | $4,326 | $17,692-75.5% | $16,305-73.5% | $12,624-65.7% |