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 | $106,985 | $110,261-3.0% | $95,745+11.7% | $139,434-23.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.45% | 27.11%-13.7pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,210 | $3,257-32.1% | $2,835-22.0% | $4,751-53.5% |
| Participant deferral / active EE | $4,505 | $4,676-3.7% | $4,245+6.1% | $6,710-32.9% |
| Admin fee / account holder | $2,987 | $6,613-54.8% | $5,678-47.4% | $11,403-73.8% |