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 | $100,121 | $185,822-46.1% | $169,993-41.1% | $139,434-28.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.14% | 60.50%-39.4pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,220 | $7,590-70.8% | $6,785-67.3% | $4,751-53.3% |
| Participant deferral / active EE | $3,151 | $11,622-72.9% | $10,408-69.7% | $6,710-53.0% |
| Admin fee / account holder | $648 | $15,381-95.8% | $12,815-94.9% | $11,403-94.3% |