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 | $102,798 | $214,378-52.0% | $200,582-48.8% | $142,382-27.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.62% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,387 | $6,841-21.3% | $6,419-16.1% | $4,299+25.3% |
| Participant deferral / active EE | $7,122 | $9,865-27.8% | $9,331-23.7% | $6,507+9.4% |
| Admin fee / account holder | $400 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |