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 | $112,351 | $93,571+20.1% | $135,903-17.3% | $75,163+49.5% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 15.70% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,284 | $3,537-35.4% | $4,856-53.0% | $2,670-14.5% |
| Participant deferral / active EE | $6,912 | $6,404+7.9% | $7,758-10.9% | $4,125+67.6% |
| Admin fee / account holder | $2,300 | $6,975-67.0% | $10,762-78.6% | $5,651-59.3% |