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 | $122,067 | $111,754+9.2% | $103,333+18.1% | $145,922-16.3% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.02% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,808 | $4,212-9.6% | $3,868-1.6% | $4,660-18.3% |
| Participant deferral / active EE | $6,568 | $5,619+16.9% | $5,057+29.9% | $6,688-1.8% |
| Admin fee / account holder | $7,411 | $9,750-24.0% | $8,355-11.3% | $13,397-44.7% |