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 | $161,307 | $148,978+8.3% | $200,582-19.6% | $84,808+90.2% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 32.91% | 28.16%+4.7pp | 42.33%-9.4pp | 40.90%-8.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,259 | $7,142+85.7% | $9,331+42.1% | $4,212+214.8% |
| Admin fee / account holder | $5,878 | $13,977-57.9% | $16,305-64.0% | $7,344-20.0% |