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 | $107,927 | $112,881-4.4% | $90,951+18.7% | $158,922-32.1% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 13.51% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,687 | $2,893-41.7% | $2,122-20.5% | $4,761-64.6% |
| Participant deferral / active EE | $2,698 | $4,128-34.6% | $3,373-20.0% | $5,982-54.9% |
| Admin fee / account holder | $3,434 | $8,041-57.3% | $5,959-42.4% | $11,246-69.5% |