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 | $119,421 | $93,571+27.6% | $135,903-12.1% | $75,163+58.9% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 18.33% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,869 | $3,537+37.7% | $4,856+0.3% | $2,670+82.4% |
| Participant deferral / active EE | $8,144 | $6,404+27.2% | $7,758+5.0% | $4,125+97.4% |
| Admin fee / account holder | $907 | $6,975-87.0% | $10,762-91.6% | $5,651-84.0% |