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 | $181,693 | $214,378-15.2% | $200,582-9.4% | $142,382+27.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.11% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,500 | $6,841+9.6% | $6,419+16.8% | $4,299+74.5% |
| Participant deferral / active EE | $9,299 | $9,865-5.7% | $9,331-0.3% | $6,507+42.9% |
| Admin fee / account holder | $963 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |