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 | $140,576 | $107,334+31.0% | $92,893+51.3% | $152,861-8.0% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | 17.75% | 145.58%-127.8pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,406 | $4,221-19.3% | $3,653-6.8% | $4,762-28.5% |
| Participant deferral / active EE | $8,455 | $4,845+74.5% | $4,236+99.6% | $5,850+44.5% |
| Admin fee / account holder | $404 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |