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 | $101,458 | $162,781-37.7% | $133,956-24.3% | $158,922-36.2% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 6.62% | 41.94%-35.3pp | 45.09%-38.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $998 | $4,975-79.9% | $3,919-74.5% | $4,761-79.0% |
| Participant deferral / active EE | $11,501 | $5,911+94.6% | $5,048+127.9% | $5,982+92.3% |
| Admin fee / account holder | $778 | $11,736-93.4% | $8,927-91.3% | $11,246-93.1% |