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 9-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 | $145,461 | $117,841+23.4% | $102,423+42.0% | $145,922-0.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 20.24% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,175 | $3,615+15.5% | $3,023+38.1% | $4,660-10.4% |
| Participant deferral / active EE | $9,153 | $5,731+59.7% | $5,053+81.1% | $6,688+36.9% |
| Admin fee / account holder | $888 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |