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 | $148,533 | $93,571+58.7% | $135,903+9.3% | $75,163+97.6% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | 19.38% | 30.90%-11.5pp | 68.23%-48.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,531 | $3,537-0.2% | $4,856-27.3% | $2,670+32.3% |
| Participant deferral / active EE | $11,787 | $6,404+84.0% | $7,758+51.9% | $4,125+185.7% |
| Admin fee / account holder | $4,373 | $6,975-37.3% | $10,762-59.4% | $5,651-22.6% |