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 | $145,202 | $214,378-32.3% | $200,582-27.6% | $142,382+2.0% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 18.88% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,889 | $6,841+15.3% | $6,419+22.9% | $4,299+83.5% |
| Participant deferral / active EE | $12,479 | $9,865+26.5% | $9,331+33.7% | $6,507+91.8% |
| Admin fee / account holder | $460 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |