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 | $117,711 | $103,376+13.9% | $87,100+35.1% | $152,861-23.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.42% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,642 | $3,220+13.1% | $2,521+44.5% | $4,762-23.5% |
| Participant deferral / active EE | $4,916 | $4,778+2.9% | $4,049+21.4% | $5,850-16.0% |
| Admin fee / account holder | $562 | $12,205-95.4% | $7,497-92.5% | $11,596-95.2% |