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 | $103,177 | $100,773+2.4% | $88,946+16.0% | $142,382-27.5% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 18.62% | 70.18%-51.6pp | 57.82%-39.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,820 | $2,918-3.4% | $2,555+10.4% | $4,299-34.4% |
| Participant deferral / active EE | $11,834 | $5,230+126.3% | $4,581+158.3% | $6,507+81.9% |
| Admin fee / account holder | $1,555 | $9,693-84.0% | $8,261-81.2% | $12,624-87.7% |