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 | $145,114 | $93,571+55.1% | $135,903+6.8% | $75,163+93.1% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.9pp |
| Annual return | 29.66% | 30.90%-1.2pp | 68.23%-38.6pp | 160.62%-131.0pp |
| Employer contribution / active EE | $1,479 | $3,537-58.2% | $4,856-69.5% | $2,670-44.6% |
| Participant deferral / active EE | $7,906 | $6,404+23.4% | $7,758+1.9% | $4,125+91.6% |
| Admin fee / account holder | $958 | $6,975-86.3% | $10,762-91.1% | $5,651-83.0% |