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 | $148,847 | $65,395+127.6% | $182,532-18.5% | $72,985+103.9% |
| Participation rate | 72.7% | 65.4%+7.3pp | 78.0%-5.2pp | 69.5%+3.2pp |
| Annual return | 28.68% | 27.68%+1.0pp | 148.54%-119.9pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,023 | $1,911+5.8% | $4,076-50.4% | $2,440-17.1% |
| Participant deferral / active EE | $12,436 | $3,563+249.1% | $5,524+125.1% | $3,607+244.7% |
| Admin fee / account holder | $2,037 | $4,245-52.0% | $8,592-76.3% | $5,124-60.3% |