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 | $151,279 | $91,538+65.3% | $129,995+16.4% | $75,163+101.3% |
| Participation rate | 88.5% | 71.4%+17.0pp | 78.5%+10.0pp | 67.2%+21.3pp |
| Annual return | 17.60% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,903 | $2,845+37.2% | $4,320-9.6% | $2,670+46.2% |
| Participant deferral / active EE | $8,586 | $4,341+97.8% | $5,820+47.5% | $4,125+108.1% |
| Admin fee / account holder | $3,645 | $6,790-46.3% | $10,614-65.7% | $5,651-35.5% |