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 | $101,061 | $112,096-9.8% | $95,952+5.3% | $158,922-36.4% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 17.36% | 171.09%-153.7pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,997 | $3,198-37.5% | $2,541-21.4% | $4,761-58.1% |
| Participant deferral / active EE | $3,025 | $4,784-36.8% | $4,167-27.4% | $5,982-49.4% |
| Admin fee / account holder | $4,200 | $10,130-58.5% | $6,795-38.2% | $11,246-62.7% |