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 | $139,428 | $106,515+30.9% | $96,683+44.2% | $139,4340% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 20.99% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,226 | $4,103-21.4% | $3,737-13.7% | $4,751-32.1% |
| Participant deferral / active EE | $7,087 | $5,454+29.9% | $4,878+45.3% | $6,710+5.6% |
| Admin fee / account holder | $20,984 | $7,877+166.4% | $6,730+211.8% | $11,403+84.0% |