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 | $104,293 | $125,758-17.1% | $169,993-38.6% | $75,163+38.8% |
| Participation rate | 79.6% | 83.6%-4.0pp | 87.0%-7.4pp | 67.2%+12.4pp |
| Annual return | 18.69% | 27.20%-8.5pp | 53.37%-34.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,623 | $4,615-64.8% | $6,785-76.1% | $2,670-39.2% |
| Participant deferral / active EE | $16,227 | $6,837+137.3% | $10,408+55.9% | $4,125+293.4% |
| Admin fee / account holder | $1,621 | $8,173-80.2% | $12,815-87.3% | $5,651-71.3% |