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 | $100,167 | $183,519-45.4% | $155,509-35.6% | $145,922-31.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 11.38% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,419 | $5,313+2.0% | $4,672+16.0% | $4,660+16.3% |
| Participant deferral / active EE | $6,902 | $6,462+6.8% | $5,626+22.7% | $6,688+3.2% |
| Admin fee / account holder | $1,187 | $19,313-93.9% | $15,912-92.5% | $13,397-91.1% |