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 | $112,628 | $103,376+8.9% | $87,100+29.3% | $152,861-26.3% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 19.11% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $998 | $3,220-69.0% | $2,521-60.4% | $4,762-79.0% |
| Participant deferral / active EE | $2,500 | $4,778-47.7% | $4,049-38.3% | $5,850-57.3% |
| Admin fee / account holder | $1,780 | $12,205-85.4% | $7,497-76.3% | $11,596-84.6% |