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 | $148,284 | $93,571+58.5% | $135,903+9.1% | $75,163+97.3% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 54.90% | 30.90%+24.0pp | 68.23%-13.3pp | 160.62%-105.7pp |
| Employer contribution / active EE | $5,156 | $3,537+45.8% | $4,856+6.2% | $2,670+93.1% |
| Participant deferral / active EE | $9,289 | $6,404+45.0% | $7,758+19.7% | $4,125+125.2% |
| Admin fee / account holder | $1,440 | $6,975-79.4% | $10,762-86.6% | $5,651-74.5% |