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 7-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 | $172,080 | $214,378-19.7% | $200,582-14.2% | $142,382+20.9% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 19.17% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,466 | $6,841-49.3% | $6,419-46.0% | $4,299-19.4% |
| Participant deferral / active EE | $10,722 | $9,865+8.7% | $9,331+14.9% | $6,507+64.8% |
| Admin fee / account holder | $8,158 | $17,692-53.9% | $16,305-50.0% | $12,624-35.4% |