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 | $105,450 | $127,065-17.0% | $113,168-6.8% | $142,382-25.9% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 16.45% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,656 | $3,442+35.3% | $2,975+56.5% | $4,299+8.3% |
| Participant deferral / active EE | $9,320 | $5,716+63.0% | $5,107+82.5% | $6,507+43.2% |
| Admin fee / account holder | $32,298 | $15,736+105.3% | $12,068+167.6% | $12,624+155.9% |