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 | $158,828 | $103,376+53.6% | $87,100+82.4% | $152,861+3.9% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 30.44% | 28.10%+2.3pp | 28.19%+2.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,459 | $3,220-54.7% | $2,521-42.1% | $4,762-69.4% |
| Participant deferral / active EE | $4,737 | $4,778-0.8% | $4,049+17.0% | $5,850-19.0% |
| Admin fee / account holder | $609 | $12,205-95.0% | $7,497-91.9% | $11,596-94.7% |