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 | $137,974 | $86,286+59.9% | $111,297+24.0% | $85,850+60.7% |
| Participation rate | 94.1% | 73.3%+20.8pp | 77.3%+16.8pp | 69.3%+24.8pp |
| Annual return | 15.57% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,548 | $2,043+24.7% | $2,731-6.7% | $2,565-0.7% |
| Participant deferral / active EE | $6,798 | $3,641+86.7% | $4,487+51.5% | $3,952+72.0% |
| Admin fee / account holder | $775 | $8,188-90.5% | $7,964-90.3% | $6,260-87.6% |