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 9-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 | $132,225 | $106,515+24.1% | $96,683+36.8% | $139,434-5.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,316 | $4,103-43.6% | $3,737-38.0% | $4,751-51.3% |
| Participant deferral / active EE | $4,993 | $5,454-8.5% | $4,878+2.4% | $6,710-25.6% |
| Admin fee / account holder | $738 | $7,877-90.6% | $6,730-89.0% | $11,403-93.5% |