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 | $122,405 | $118,450+3.3% | $98,439+24.3% | $139,434-12.2% |
| Participation rate | 82.4% | 77.4%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 15.07% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,299 | $3,609+46.8% | $3,048+73.8% | $4,751+11.5% |
| Participant deferral / active EE | $8,493 | $5,392+57.5% | $4,738+79.3% | $6,710+26.6% |
| Admin fee / account holder | $28,332 | $14,026+102.0% | $8,948+216.6% | $11,403+148.5% |