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 | $185,282 | $185,822-0.3% | $169,993+9.0% | $139,434+32.9% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 21.67% | 60.50%-38.8pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,581 | $7,590-52.8% | $6,785-47.2% | $4,751-24.6% |
| Participant deferral / active EE | $10,261 | $11,622-11.7% | $10,408-1.4% | $6,710+52.9% |
| Admin fee / account holder | $12,413 | $15,381-19.3% | $12,815-3.1% | $11,403+8.9% |