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 | $149,496 | $78,672+90.0% | $109,143+37.0% | $85,850+74.1% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 11.37% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,330 | $2,735-51.4% | $3,722-64.3% | $2,565-48.1% |
| Participant deferral / active EE | $4,689 | $3,467+35.2% | $4,653+0.8% | $3,952+18.6% |
| Admin fee / account holder | $479 | $5,469-91.2% | $6,752-92.9% | $6,260-92.4% |