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 | $157,670 | $114,381+37.8% | $107,525+46.6% | $142,382+10.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 13.32% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,449 | $4,015-14.1% | $3,754-8.1% | $4,299-19.8% |
| Participant deferral / active EE | $7,949 | $5,564+42.9% | $5,116+55.4% | $6,507+22.2% |
| Admin fee / account holder | $3,532 | $9,860-64.2% | $8,919-60.4% | $12,624-72.0% |