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 | $100,704 | $114,381-12.0% | $107,525-6.3% | $142,382-29.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 13.57% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,611 | $4,015-35.0% | $3,754-30.4% | $4,299-39.3% |
| Participant deferral / active EE | $1,850 | $5,564-66.7% | $5,116-63.8% | $6,507-71.6% |
| Admin fee / account holder | $947 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |