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 | $104,900 | $159,901-34.4% | $146,958-28.6% | $145,922-28.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 12.35% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,009 | $5,286-43.1% | $4,933-39.0% | $4,660-35.4% |
| Participant deferral / active EE | $8,012 | $8,428-4.9% | $8,070-0.7% | $6,688+19.8% |
| Admin fee / account holder | $2,313 | $15,044-84.6% | $12,998-82.2% | $13,397-82.7% |