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 | $155,953 | $214,378-27.3% | $200,582-22.2% | $142,382+9.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 12.11% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,551 | $6,841-62.7% | $6,419-60.3% | $4,299-40.7% |
| Participant deferral / active EE | $8,334 | $9,865-15.5% | $9,331-10.7% | $6,507+28.1% |
| Admin fee / account holder | $1,407 | $17,692-92.0% | $16,305-91.4% | $12,624-88.9% |