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 | $101,256 | $107,334-5.7% | $92,893+9.0% | $152,861-33.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 22.09% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,214 | $4,221-23.9% | $3,653-12.0% | $4,762-32.5% |
| Participant deferral / active EE | $9,805 | $4,845+102.4% | $4,236+131.5% | $5,850+67.6% |
| Admin fee / account holder | $404 | $7,079-94.3% | $5,794-93.0% | $11,596-96.5% |