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 8-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 | $134,261 | $117,983+13.8% | $101,794+31.9% | $142,382-5.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 16.58% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $15,149 | $2,773+446.4% | $2,289+561.9% | $4,299+252.4% |
| Participant deferral / active EE | $2,865 | $4,714-39.2% | $4,084-29.9% | $6,507-56.0% |
| Admin fee / account holder | $868 | $10,433-91.7% | $8,777-90.1% | $12,624-93.1% |