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 | $204,773 | $107,452+90.6% | $91,541+123.7% | $142,382+43.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 12.77% | 22.06%-9.3pp | 20.50%-7.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,364 | $2,994-54.5% | $2,505-45.6% | $4,299-68.3% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9,391 | $8,834+6.3% | $6,956+35.0% | $12,624-25.6% |