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 | $110,154 | $99,877+10.3% | $84,966+29.6% | $145,922-24.5% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 16.22% | 83.76%-67.5pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,004 | $3,231+23.9% | $2,727+46.8% | $4,660-14.1% |
| Participant deferral / active EE | $12,057 | $5,291+127.9% | $4,519+166.8% | $6,688+80.3% |
| Admin fee / account holder | $4,758 | $7,248-34.4% | $6,149-22.6% | $13,397-64.5% |