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 | $219,137 | $176,812+23.9% | $146,665+49.4% | $167,490+30.8% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 15.10% | 24.03%-8.9pp | 22.74%-7.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,438 | $5,160-14.0% | $4,136+7.3% | $4,837-8.3% |
| Participant deferral / active EE | $6,865 | $6,440+6.6% | $5,506+24.7% | $6,341+8.3% |
| Admin fee / account holder | $4,450 | $13,259-66.4% | $10,280-56.7% | $12,309-63.8% |