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 4-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 | $102,158 | $88,751+15.1% | $81,812+24.9% | $145,922-30.0% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.3%+4.9pp | 80.3%-3.0pp |
| Annual return | 12.76% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $569 | $3,083-81.6% | $2,912-80.5% | $4,660-87.8% |
| Participant deferral / active EE | $5,686 | $4,643+22.5% | $4,319+31.7% | $6,688-15.0% |
| Admin fee / account holder | $2,900 | $8,415-65.5% | $7,386-60.7% | $13,397-78.4% |