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 5-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 | $121,749 | $117,841+3.3% | $102,423+18.9% | $145,922-16.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.32% | 31.65%-16.3pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,513 | $3,615-2.8% | $3,023+16.2% | $4,660-24.6% |
| Participant deferral / active EE | $6,132 | $5,731+7.0% | $5,053+21.3% | $6,688-8.3% |
| Admin fee / account holder | $2,562 | $13,326-80.8% | $9,451-72.9% | $13,397-80.9% |