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 | $159,362 | $214,378-25.7% | $200,582-20.6% | $142,382+11.9% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 16.37% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,871 | $6,841-58.0% | $6,419-55.3% | $4,299-33.2% |
| Participant deferral / active EE | $6,168 | $9,865-37.5% | $9,331-33.9% | $6,507-5.2% |
| Admin fee / account holder | $1,079 | $17,692-93.9% | $16,305-93.4% | $12,624-91.5% |