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 | $107,075 | $112,881-5.1% | $90,951+17.7% | $158,922-32.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 11.14% | 215.79%-204.7pp | 134.60%-123.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,869 | $2,893-35.4% | $2,122-11.9% | $4,761-60.8% |
| Participant deferral / active EE | $2,915 | $4,128-29.4% | $3,373-13.6% | $5,982-51.3% |
| Admin fee / account holder | $1,195 | $8,041-85.1% | $5,959-79.9% | $11,246-89.4% |