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 | $144,363 | $107,452+34.4% | $91,541+57.7% | $142,382+1.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 11.08% | 22.06%-11.0pp | 20.50%-9.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,092 | $2,994-63.5% | $2,505-56.4% | $4,299-74.6% |
| Participant deferral / active EE | $4,049 | $4,754-14.8% | $4,008+1.0% | $6,507-37.8% |
| Admin fee / account holder | $1,123 | $8,834-87.3% | $6,956-83.9% | $12,624-91.1% |