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 | $178,010 | $201,272-11.6% | $184,203-3.4% | $145,922+22.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,549 | $7,022-63.7% | $6,427-60.3% | $4,660-45.3% |
| Participant deferral / active EE | $9,188 | $9,806-6.3% | $9,131+0.6% | $6,688+37.4% |
| Admin fee / account holder | $417 | $16,364-97.5% | $13,901-97.0% | $13,397-96.9% |