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 | $203,209 | $214,378-5.2% | $200,582+1.3% | $142,382+42.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.11% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,645 | $6,841-61.3% | $6,419-58.8% | $4,299-38.5% |
| Participant deferral / active EE | $15,160 | $9,865+53.7% | $9,331+62.5% | $6,507+133.0% |
| Admin fee / account holder | $5,500 | $17,692-68.9% | $16,305-66.3% | $12,624-56.4% |