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 | $141,242 | $228,332-38.1% | $185,823-24.0% | $158,922-11.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 10.20% | 40.80%-30.6pp | 35.95%-25.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,350 | $4,967-12.4% | $4,087+6.4% | $4,761-8.6% |
| Participant deferral / active EE | $8,973 | $6,415+39.9% | $5,632+59.3% | $5,982+50.0% |
| Admin fee / account holder | $15,198 | $11,864+28.1% | $9,500+60.0% | $11,246+35.1% |