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 | $120,509 | $103,376+16.6% | $87,100+38.4% | $152,861-21.2% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 23.19% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,674 | $3,220-17.0% | $2,521+6.1% | $4,762-43.8% |
| Participant deferral / active EE | $4,663 | $4,778-2.4% | $4,049+15.2% | $5,850-20.3% |
| Admin fee / account holder | $567 | $12,205-95.4% | $7,497-92.4% | $11,596-95.1% |