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 | $119,377 | $162,781-26.7% | $133,956-10.9% | $158,922-24.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 13.62% | 41.94%-28.3pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,114 | $4,975-37.4% | $3,919-20.5% | $4,761-34.6% |
| Participant deferral / active EE | $8,480 | $5,911+43.5% | $5,048+68.0% | $5,982+41.8% |
| Admin fee / account holder | $804 | $11,736-93.2% | $8,927-91.0% | $11,246-92.9% |