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 | $103,030 | $118,450-13.0% | $98,439+4.7% | $139,434-26.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 20.23% | 18.94%+1.3pp | 21.16%-0.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,393 | $3,609-33.7% | $3,048-21.5% | $4,751-49.6% |
| Participant deferral / active EE | $7,238 | $5,392+34.2% | $4,738+52.8% | $6,710+7.9% |
| Admin fee / account holder | $5,014 | $14,026-64.3% | $8,948-44.0% | $11,403-56.0% |