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 | $144,383 | $80,968+78.3% | $96,544+49.6% | $75,163+92.1% |
| Participation rate | 96.9% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.7pp |
| Annual return | 15.62% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,868 | $2,282+25.7% | $2,965-3.3% | $2,670+7.4% |
| Participant deferral / active EE | $4,757 | $3,928+21.1% | $4,851-1.9% | $4,125+15.3% |
| Admin fee / account holder | $4,670 | $6,724-30.6% | $8,252-43.4% | $5,651-17.4% |