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 | $110,119 | $106,890+3.0% | $84,015+31.1% | $152,861-28.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 13.51% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.8pp |
| Employer contribution / active EE | $652 | $2,734-76.2% | $1,983-67.1% | $4,762-86.3% |
| Participant deferral / active EE | $3,689 | $4,011-8.0% | $3,239+13.9% | $5,850-36.9% |
| Admin fee / account holder | $4,148 | $8,285-49.9% | $6,101-32.0% | $11,596-64.2% |