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 | $106,109 | $214,378-50.5% | $200,582-47.1% | $142,382-25.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 17.08% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,093 | $6,841-25.6% | $6,419-20.7% | $4,299+18.5% |
| Participant deferral / active EE | $4,629 | $9,865-53.1% | $9,331-50.4% | $6,507-28.9% |
| Admin fee / account holder | $3,094 | $17,692-82.5% | $16,305-81.0% | $12,624-75.5% |