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 | $150,829 | $117,983+27.8% | $101,794+48.2% | $142,382+5.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 18.10% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,908 | $2,773+77.0% | $2,289+114.4% | $4,299+14.2% |
| Participant deferral / active EE | $4,908 | $4,714+4.1% | $4,084+20.2% | $6,507-24.6% |
| Admin fee / account holder | $1,247 | $10,433-88.0% | $8,777-85.8% | $12,624-90.1% |