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 | $183,746 | $104,974+75.0% | $95,585+92.2% | $142,382+29.1% |
| Participation rate | 76.9% | 75.0%+2.0pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 12.17% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $8,761 | $2,779+215.3% | $2,527+246.8% | $4,299+103.8% |
| Participant deferral / active EE | $8,989 | $4,352+106.5% | $4,023+123.5% | $6,507+38.1% |
| Admin fee / account holder | $3,507 | $6,386-45.1% | $6,127-42.8% | $12,624-72.2% |