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 | $170,820 | $214,378-20.3% | $200,582-14.8% | $142,382+20.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.52% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,330 | $6,841-65.9% | $6,419-63.7% | $4,299-45.8% |
| Participant deferral / active EE | $5,055 | $9,865-48.8% | $9,331-45.8% | $6,507-22.3% |
| Admin fee / account holder | $6,685 | $17,692-62.2% | $16,305-59.0% | $12,624-47.0% |