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 | $148,174 | $98,750+50.0% | $149,696-1.0% | $79,858+85.5% |
| Participation rate | 84.1% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.5pp |
| Annual return | 24.10% | 27.43%-3.3pp | 276.60%-252.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $3,319 | $3,216+3.2% | $4,644-28.5% | $2,471+34.3% |
| Participant deferral / active EE | $8,601 | $5,680+51.4% | $6,842+25.7% | $3,740+130.0% |
| Admin fee / account holder | $2,502 | $6,053-58.7% | $9,309-73.1% | $5,306-52.8% |