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 | $125,926 | $111,754+12.7% | $103,333+21.9% | $145,922-13.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 15.08% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,694 | $4,212-12.3% | $3,868-4.5% | $4,660-20.7% |
| Participant deferral / active EE | $11,188 | $5,619+99.1% | $5,057+121.2% | $6,688+67.3% |
| Admin fee / account holder | $408 | $9,750-95.8% | $8,355-95.1% | $13,397-97.0% |