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 | $148,275 | $91,190+62.6% | $178,490-16.9% | $79,858+85.7% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 15.11% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,160 | $3,256-33.6% | $5,011-56.9% | $2,471-12.6% |
| Participant deferral / active EE | $4,977 | $3,236+53.8% | $5,202-4.3% | $3,740+33.1% |
| Admin fee / account holder | $1,431 | $6,751-78.8% | $13,984-89.8% | $5,306-73.0% |