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 | $158,795 | $114,381+38.8% | $107,525+47.7% | $142,382+11.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 15.93% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,431 | $4,015-14.5% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $7,930 | $5,564+42.5% | $5,116+55.0% | $6,507+21.9% |
| Admin fee / account holder | $824 | $9,860-91.6% | $8,919-90.8% | $12,624-93.5% |