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 | $149,495 | $124,281+20.3% | $109,143+37.0% | $167,490-10.7% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 15.82% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,515 | $4,207+7.3% | $3,722+21.3% | $4,837-6.7% |
| Participant deferral / active EE | $7,069 | $5,255+34.5% | $4,653+51.9% | $6,341+11.5% |
| Admin fee / account holder | $1,431 | $7,970-82.0% | $6,752-78.8% | $12,309-88.4% |