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 | $148,854 | $93,571+59.1% | $135,903+9.5% | $75,163+98.0% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.5pp | 67.2%+7.2pp |
| Annual return | 20.94% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,239 | $3,537-8.4% | $4,856-33.3% | $2,670+21.3% |
| Participant deferral / active EE | $8,719 | $6,404+36.1% | $7,758+12.4% | $4,125+111.4% |
| Admin fee / account holder | $3,565 | $6,975-48.9% | $10,762-66.9% | $5,651-36.9% |