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 | $109,574 | $217,402-49.6% | $185,823-41.0% | $167,490-34.6% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 12.01% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,178 | $5,873-62.9% | $5,167-57.8% | $4,837-55.0% |
| Participant deferral / active EE | $7,820 | $6,356+23.0% | $5,568+40.5% | $6,341+23.3% |
| Admin fee / account holder | $516 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |