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 | $117,348 | $125,758-6.7% | $169,993-31.0% | $75,163+56.1% |
| Participation rate | 71.2% | 83.6%-12.4pp | 87.0%-15.8pp | 67.2%+4.0pp |
| Annual return | 22.14% | 27.20%-5.1pp | 53.37%-31.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,588 | $4,615-43.9% | $6,785-61.9% | $2,670-3.1% |
| Participant deferral / active EE | $6,035 | $6,837-11.7% | $10,408-42.0% | $4,125+46.3% |
| Admin fee / account holder | $4,037 | $8,173-50.6% | $12,815-68.5% | $5,651-28.6% |