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 8-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 | $126,416 | $103,376+22.3% | $87,100+45.1% | $152,861-17.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 12.31% | 28.10%-15.8pp | 28.19%-15.9pp | 345.32%-333.0pp |
| Employer contribution / active EE | $713 | $3,220-77.8% | $2,521-71.7% | $4,762-85.0% |
| Participant deferral / active EE | $4,109 | $4,778-14.0% | $4,049+1.5% | $5,850-29.8% |
| Admin fee / account holder | $10,966 | $12,205-10.2% | $7,497+46.3% | $11,596-5.4% |