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 | $123,175 | $177,572-30.6% | $154,803-20.4% | $142,382-13.5% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 11.64% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,430 | $4,810+54.5% | $4,305+72.6% | $4,299+72.8% |
| Participant deferral / active EE | $7,118 | $6,272+13.5% | $5,540+28.5% | $6,507+9.4% |
| Admin fee / account holder | $2,791 | $16,786-83.4% | $14,329-80.5% | $12,624-77.9% |