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 10-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 | $225,569 | $214,378+5.2% | $200,582+12.5% | $142,382+58.4% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,100 | $6,841-69.3% | $6,419-67.3% | $4,299-51.1% |
| Participant deferral / active EE | $6,599 | $9,865-33.1% | $9,331-29.3% | $6,507+1.4% |
| Admin fee / account holder | $12,917 | $17,692-27.0% | $16,305-20.8% | $12,624+2.3% |