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 | $116,083 | $113,339+2.4% | $94,993+22.2% | $147,584-21.3% |
| Participation rate | 90.9% | 78.0%+12.9pp | 73.9%+17.0pp | 82.8%+8.1pp |
| Annual return | 21.98% | 20.77%+1.2pp | 27.12%-5.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,805 | $3,160-42.9% | $2,603-30.7% | $4,876-63.0% |
| Participant deferral / active EE | $4,921 | $3,777+30.3% | $3,317+48.4% | $5,439-9.5% |
| Admin fee / account holder | $628 | $6,063-89.6% | $4,960-87.3% | $10,885-94.2% |