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 | $118,099 | $117,983+0.1% | $101,794+16.0% | $142,382-17.1% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 14.39% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,305 | $2,773+55.3% | $2,289+88.1% | $4,299+0.1% |
| Participant deferral / active EE | $8,183 | $4,714+73.6% | $4,084+100.4% | $6,507+25.8% |
| Admin fee / account holder | $24,261 | $10,433+132.5% | $8,777+176.4% | $12,624+92.2% |