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 | $126,557 | $214,378-41.0% | $200,582-36.9% | $142,382-11.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 14.11% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,659 | $6,841-2.7% | $6,419+3.7% | $4,299+54.9% |
| Participant deferral / active EE | $4,075 | $9,865-58.7% | $9,331-56.3% | $6,507-37.4% |
| Admin fee / account holder | $3,055 | $17,692-82.7% | $16,305-81.3% | $12,624-75.8% |