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 3-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 | $114,226 | $110,257+3.6% | $96,544+18.3% | $139,434-18.1% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 30.55% | 26.32%+4.2pp | 25.84%+4.7pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,837 | $3,620-21.6% | $2,965-4.3% | $4,751-40.3% |
| Participant deferral / active EE | $10,789 | $5,548+94.5% | $4,851+122.4% | $6,710+60.8% |
| Admin fee / account holder | $462 | $11,591-96.0% | $8,252-94.4% | $11,403-96.0% |