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 6-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 | $185,372 | $201,272-7.9% | $184,203+0.6% | $145,922+27.0% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 11.38% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,301 | $7,022-24.5% | $6,427-17.5% | $4,660+13.8% |
| Participant deferral / active EE | $10,640 | $9,806+8.5% | $9,131+16.5% | $6,688+59.1% |
| Admin fee / account holder | $2,395 | $16,364-85.4% | $13,901-82.8% | $13,397-82.1% |