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 9-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 | $180,778 | $197,591-8.5% | $177,821+1.7% | $158,922+13.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 14.66% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,727 | $6,697-59.3% | $5,918-53.9% | $4,761-42.7% |
| Participant deferral / active EE | $15,599 | $8,405+85.6% | $7,714+102.2% | $5,982+160.8% |
| Admin fee / account holder | $4,041 | $15,399-73.8% | $12,427-67.5% | $11,246-64.1% |