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 | $199,607 | $214,378-6.9% | $200,582-0.5% | $142,382+40.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 17.05% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,571 | $6,841-62.4% | $6,419-59.9% | $4,299-40.2% |
| Participant deferral / active EE | $8,102 | $9,865-17.9% | $9,331-13.2% | $6,507+24.5% |
| Admin fee / account holder | $1,906 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |