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 | $143,432 | $125,758+14.1% | $169,993-15.6% | $75,163+90.8% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 20.62% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,967 | $4,615-14.0% | $6,785-41.5% | $2,670+48.6% |
| Participant deferral / active EE | $7,553 | $6,837+10.5% | $10,408-27.4% | $4,125+83.1% |
| Admin fee / account holder | $4,454 | $8,173-45.5% | $12,815-65.2% | $5,651-21.2% |