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 | $100,248 | $185,822-46.1% | $169,993-41.0% | $139,434-28.1% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 21.51% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,773 | $7,590-23.9% | $6,785-14.9% | $4,751+21.5% |
| Participant deferral / active EE | $9,764 | $11,622-16.0% | $10,408-6.2% | $6,710+45.5% |
| Admin fee / account holder | $6,528 | $15,381-57.6% | $12,815-49.1% | $11,403-42.7% |