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 | $118,207 | $118,450-0.2% | $98,439+20.1% | $139,434-15.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 15.45% | 18.94%-3.5pp | 21.16%-5.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $7,943 | $3,609+120.1% | $3,048+160.6% | $4,751+67.2% |
| Participant deferral / active EE | $8,052 | $5,392+49.3% | $4,738+70.0% | $6,710+20.0% |
| Admin fee / account holder | $908 | $14,026-93.5% | $8,948-89.8% | $11,403-92.0% |